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Richard W. Paul & Associates’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Richard W. Paul & Associates’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
2023
Q2 		– Sell
-218
Closed -$8.3K – 551
2023
Q1 		$8.3K Hold
218
– – ﹤0.01% 335
2022
Q4 		$7.84K Buy
+218
New +$8.04K ﹤0.01% 338

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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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
Royal Bank of Canada
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

Richard W. Paul & Associates's CALF Position: Q2 2023 in Review

Richard W. Paul & Associates sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2023, closing a stake of 218 shares — an estimated $8.3K sold.

Richard W. Paul & Associates first reported a position in CALF in Q4 2022 and held it in 2 quarters. The position peaked at $8.3K in Q1 2023. 234 funds tracked by Wall St. Rank hold CALF as of Q2 2023.

  • Richard W. Paul & Associates reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2023 after selling out during the quarter.
  • Richard W. Paul & Associates sold 218 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2023, an estimated $8.3K.
  • Richard W. Paul & Associates first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2022 and held it in 2 quarters.
  • Richard W. Paul & Associates's Pacer US Small Cap Cash Cows 100 ETF position peaked at $8.3K in Q1 2023.
  • 234 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2023.

Based on Richard W. Paul & Associates's 13F filing for Q2 2023, filed 25 Jul 2023.