Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Legacy Financial Group (Iowa)’s Portfolio CALF Stock Details CALF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-752
Closed -$31.4K – 95
2023
Q3 		$31.4K Buy
+752
New +$31.7K 0.01% 217

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Wells Fargo
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Northwestern Mutual Wealth Management
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Legacy Financial Group (Iowa)'s CALF Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q4 2023, closing a stake of 752 shares — an estimated $31.4K sold.

Legacy Financial Group (Iowa) first reported a position in CALF in Q3 2023 and held it in 1 quarter. The position peaked at $31.4K in Q3 2023. 420 funds tracked by Wall St. Rank hold CALF as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 752 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2023, an estimated $31.4K.
  • Legacy Financial Group (Iowa) first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Pacer US Small Cap Cash Cows 100 ETF position peaked at $31.4K in Q3 2023.
  • 420 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.