PCS
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Personal CFO Solutions’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Personal CFO Solutions’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
-11,346
Closed -$528K – 475
2024
Q3 		$528K Sell
11,346
-151
-1% -$6.82K 0.07% 252
2024
Q2 		$501K Buy
11,497
+126
+1% +$5.8K 0.08% 245
2024
Q1 		$559K Buy
11,371
+1,691
+17% +$80.4K 0.09% 224
2023
Q4 		$465K Hold
9,680
– – 0.08% 244
2023
Q3 		$404K Buy
9,680
+4,082
+73% +$172K 0.08% 247
2023
Q2 		$228K Buy
+5,598
New +$213K 0.05% 412

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Personal CFO Solutions's CALF Position: Q4 2024 in Review

Personal CFO Solutions sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q4 2024, closing a stake of 11,346 shares — an estimated $528K sold.

Personal CFO Solutions first reported a position in CALF in Q2 2023 and held it in 6 quarters. The position peaked at $559K in Q1 2024. 543 funds tracked by Wall St. Rank hold CALF as of Q4 2024.

  • Personal CFO Solutions reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q4 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 11,346 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2024, an estimated $528K.
  • Personal CFO Solutions first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2023 and held it in 6 quarters.
  • Personal CFO Solutions's Pacer US Small Cap Cash Cows 100 ETF position peaked at $559K in Q1 2024.
  • 543 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.