Principle Wealth Partners’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Principle Wealth Partners’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 Q3	–	Sell	-114,222	Closed	-$4.98M	–	341
2024 Q2	$4.98M	Buy	114,222 +3,429	+3%	+$158K	0.38%	63
2024 Q1	$5.45M	Buy	110,793 +20,242	+22%	+$962K	0.43%	58
2023 Q4	$4.35M	Buy	90,551 +85,171	+1,583%	+$3.66M	0.37%	68
2023 Q3	$224K	Buy	+5,380	New	+$227K	0.02%	295

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

RJA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Principle Wealth Partners's CALF Position: Q3 2024 in Review

Principle Wealth Partners sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q3 2024, closing a stake of 114,222 shares — an estimated $4.98M sold.

Principle Wealth Partners first reported a position in CALF in Q3 2023 and held it in 4 quarters. The position peaked at $5.45M in Q1 2024. 503 funds tracked by Wall St. Rank hold CALF as of Q3 2024.

Principle Wealth Partners reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q3 2024 after selling out during the quarter.
Principle Wealth Partners sold 114,222 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2024, an estimated $4.98M.
Principle Wealth Partners first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2023 and held it in 4 quarters.
Principle Wealth Partners's Pacer US Small Cap Cash Cows 100 ETF position peaked at $5.45M in Q1 2024.
503 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2024.

Based on Principle Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.