Mariner Independent Advisor Network’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$2.91M	Sell	89,499 -11,414	-11%	-$414K	0.13%	178
2022 Q2	$3.49M	Buy	100,913 +8,061	+9%	+$304K	0.15%	160
2022 Q1	$3.73M	Buy	92,852 +28,906	+45%	+$1.19M	0.14%	157
2021 Q4	$2.77M	Buy	63,946 +50,436	+373%	+$2.22M	0.13%	177
2021 Q3	$573K	Hold	13,510	–	–	0.03%	385
2021 Q2	$603K	Buy	+13,510	New	+$581K	0.03%	401

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Mariner Independent Advisor Network's CALF Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 11% in Q3 2022, selling an estimated $414K and leaving 89,499 shares worth $2.91M. The position accounts for 0.13% of the portfolio, ranked #178.

Mariner Independent Advisor Network first reported a position in CALF in Q2 2021 and has held it in 6 quarters since. The position peaked at $3.73M in Q1 2022. 127 funds tracked by Wall St. Rank hold CALF as of Q3 2022.

Mariner Independent Advisor Network held 89,499 shares of Pacer US Small Cap Cash Cows 100 ETF worth $2.91M as of Q3 2022.
Mariner Independent Advisor Network sold 11,414 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2022, an estimated $414K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.13% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #178 holding.
Mariner Independent Advisor Network first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2021 and has held it in 6 quarters since.
Mariner Independent Advisor Network's Pacer US Small Cap Cash Cows 100 ETF position peaked at $3.73M in Q1 2022.
127 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.