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Owen LaRue’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Owen LaRue’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
Q4 		– Sell
-5,054
Closed -$235K – 93
2024
Q3 		$235K Sell
5,054
-11,152
-69% -$504K 0.12% 87
2024
Q2 		$706K Sell
16,206
-64,330
-80% -$2.96M 0.44% 45
2024
Q1 		$3.96M Buy
80,536
+43,376
+117% +$2.06M 2.48% 14
2023
Q4 		$1.78M Buy
+37,160
New +$1.6M 1.7% 19

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Owen LaRue's CALF Position: Q4 2024 in Review

Owen LaRue sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q4 2024, closing a stake of 5,054 shares — an estimated $235K sold.

Owen LaRue first reported a position in CALF in Q4 2023 and held it in 4 quarters. The position peaked at $3.96M in Q1 2024. 541 funds tracked by Wall St. Rank hold CALF as of Q4 2024.

  • Owen LaRue reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q4 2024 after selling out during the quarter.
  • Owen LaRue sold 5,054 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2024, an estimated $235K.
  • Owen LaRue first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and held it in 4 quarters.
  • Owen LaRue's Pacer US Small Cap Cash Cows 100 ETF position peaked at $3.96M in Q1 2024.
  • 541 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2024.

Based on Owen LaRue's 13F filing for Q4 2024, filed 14 Feb 2025.