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Realta Investment Advisors’s Pacer US Small Cap Cash Cows Growth Leaders ETF CAFG Stock Holding History

Realta Investment Advisors’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
-1,000
Closed -$23.6K – 402
2024
Q2 		$23.6K Hold
1,000
– – ﹤0.01% 601
2024
Q1 		$24.1K Buy
+1,000
New +$23.6K 0.01% 618

Other funds holding CAFG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CAPTRUST Financial Advisors
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Realta Investment Advisors's CAFG Position: Q3 2024 in Review

Realta Investment Advisors sold out of Pacer US Small Cap Cash Cows Growth Leaders ETF (CAFG) in Q3 2024, closing a stake of 1,000 shares — an estimated $23.6K sold.

Realta Investment Advisors first reported a position in CAFG in Q1 2024 and held it in 2 quarters. The position peaked at $24.1K in Q1 2024. 10 funds tracked by Wall St. Rank hold CAFG as of Q3 2024.

  • Realta Investment Advisors reported no remaining Pacer US Small Cap Cash Cows Growth Leaders ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 1,000 Pacer US Small Cap Cash Cows Growth Leaders ETF shares in Q3 2024, an estimated $23.6K.
  • Realta Investment Advisors first reported a position in Pacer US Small Cap Cash Cows Growth Leaders ETF in Q1 2024 and held it in 2 quarters.
  • Realta Investment Advisors's Pacer US Small Cap Cash Cows Growth Leaders ETF position peaked at $24.1K 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 Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.