LWM Advisory Services’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

LWM Advisory Services’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
2024 Q3	–	Sell	-11,398	Closed	-$497K	–	94
2024 Q2	$497K	Buy	11,398 +549	+5%	+$25.3K	0.42%	39
2024 Q1	$533K	Sell	10,849 -9,279	-46%	-$441K	0.43%	40
2023 Q4	$967K	Buy	+20,128	New	+$865K	0.85%	24

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LWM Advisory Services's CALF Position: Q3 2024 in Review

LWM Advisory Services sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q3 2024, closing a stake of 11,398 shares — an estimated $497K sold.

LWM Advisory Services first reported a position in CALF in Q4 2023 and held it in 3 quarters. The position peaked at $967K in Q4 2023. 504 funds tracked by Wall St. Rank hold CALF as of Q3 2024.

LWM Advisory Services reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q3 2024 after selling out during the quarter.
LWM Advisory Services sold 11,398 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2024, an estimated $497K.
LWM Advisory Services first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and held it in 3 quarters.
LWM Advisory Services's Pacer US Small Cap Cash Cows 100 ETF position peaked at $967K in Q4 2023.
504 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2024.

Based on LWM Advisory Services's 13F filing for Q3 2024, filed 13 Nov 2024.