Pathstone Family Office’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Pathstone Family Office’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 Q3	$353K	Buy	+8,470	New	+$358K	﹤0.01%	1212

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Pathstone Family Office's CALF Position: Q3 2023 in Review

Pathstone Family Office opened a new position in Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q3 2023: 8,470 shares worth $353K. The stake represents ﹤0.01% of the portfolio and ranks #1212 among its holdings.

280 funds tracked by Wall St. Rank hold CALF as of Q3 2023.

Pathstone Family Office held 8,470 shares of Pacer US Small Cap Cash Cows 100 ETF worth $353K as of Q3 2023.
Pacer US Small Cap Cash Cows 100 ETF was a new Pathstone Family Office position in Q3 2023.
Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1212 holding.
280 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.