Mid Atlantic Financial Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Mid Atlantic Financial Management’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
2021 Q3	$212K	Sell	5,008 -7,249	-59%	-$313K	0.01%	804
2021 Q2	$547K	Buy	+12,257	New	+$527K	0.04%	433
2021 Q1	–	Sell	-16,536	Closed	-$516K	–	866
2020 Q4	$516K	Buy	+16,536	New	+$476K	0.04%	386

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

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

RJFSA

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

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

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

Mid Atlantic Financial Management's CALF Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 59% in Q3 2021, selling an estimated $313K and leaving 5,008 shares worth $212K. The position accounts for 0.01% of the portfolio, ranked #804.

Mid Atlantic Financial Management first reported a position in CALF in Q4 2020 and has held it in 3 quarters since. The position peaked at $547K in Q2 2021. 68 funds tracked by Wall St. Rank hold CALF as of Q3 2021.

Mid Atlantic Financial Management held 5,008 shares of Pacer US Small Cap Cash Cows 100 ETF worth $212K as of Q3 2021.
Mid Atlantic Financial Management sold 7,249 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2021, an estimated $313K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.01% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #804 holding.
Mid Atlantic Financial Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2020 and has held it in 3 quarters since.
Mid Atlantic Financial Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $547K in Q2 2021.
68 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.