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Relative Value Partners Group’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Relative Value Partners Group’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
Q2 		$736K Buy
+16,906
New +$778K 0.1% 177

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Relative Value Partners Group's CALF Position: Q2 2024 in Review

Relative Value Partners Group opened a new position in Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2024: 16,906 shares worth $736K. The stake represents 0.1% of the portfolio and ranks #177 among its holdings.

509 funds tracked by Wall St. Rank hold CALF as of Q2 2024.

  • Relative Value Partners Group held 16,906 shares of Pacer US Small Cap Cash Cows 100 ETF worth $736K as of Q2 2024.
  • Pacer US Small Cap Cash Cows 100 ETF was a new Relative Value Partners Group position in Q2 2024.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.1% of Relative Value Partners Group's portfolio in Q2 2024, its #177 holding.
  • 509 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2024.

Based on Relative Value Partners Group's 13F filing for Q2 2024, filed 12 Jul 2024.