Prosperity Wealth Management’s Pacer US Small Cap Cash Cows Growth Leaders ETF CAFG Stock Holding History

Prosperity Wealth Management’s Portfolio CAFG Stock Details CAFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-14,120	Closed	-$334K	–	200
2024 Q2	$334K	Sell	14,120 -7,830	-36%	-$185K	0.16%	115
2024 Q1	$528K	Buy	21,950 +4,800	+28%	+$113K	0.25%	68
2023 Q4	$410K	Sell	17,150 -5,200	-23%	-$111K	0.27%	65
2023 Q3	$462K	Buy	22,350 +2,450	+12%	+$54K	0.3%	57
2023 Q2	$448K	Buy	+19,900	New	+$421K	0.29%	47

Other funds holding CAFG

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

CPP

Capasso Planning Partners Charleston, South Carolina $185M AUM 14.14% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Prosperity Wealth Management's CAFG Position: Q3 2024 in Review

Prosperity Wealth Management sold out of Pacer US Small Cap Cash Cows Growth Leaders ETF (CAFG) in Q3 2024, closing a stake of 14,120 shares — an estimated $334K sold.

Prosperity Wealth Management first reported a position in CAFG in Q2 2023 and held it in 5 quarters. The position peaked at $528K in Q1 2024. 10 funds tracked by Wall St. Rank hold CAFG as of Q3 2024.

Prosperity Wealth Management reported no remaining Pacer US Small Cap Cash Cows Growth Leaders ETF position as of Q3 2024 after selling out during the quarter.
Prosperity Wealth Management sold 14,120 Pacer US Small Cap Cash Cows Growth Leaders ETF shares in Q3 2024, an estimated $334K.
Prosperity Wealth Management first reported a position in Pacer US Small Cap Cash Cows Growth Leaders ETF in Q2 2023 and held it in 5 quarters.
Prosperity Wealth Management's Pacer US Small Cap Cash Cows Growth Leaders ETF position peaked at $528K in Q1 2024.
10 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows Growth Leaders ETF as of Q3 2024.

Based on Prosperity Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.