Riversedge Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Riversedge Advisors’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	-228,847	Closed	-$9.97M	–	101
2024 Q2	$9.97M	Buy	228,847 +13,304	+6%	+$612K	2.43%	15
2024 Q1	$10.6M	Sell	215,543 -4,193	-2%	-$199K	2.61%	13
2023 Q4	$10.6M	Sell	219,736 -6,279	-3%	-$270K	2.89%	11
2023 Q3	$9.42M	Sell	226,015 -27,045	-11%	-$1.14M	2.78%	14
2023 Q2	$10.3M	Buy	253,060 +92,810	+58%	+$3.52M	2.82%	13
2023 Q1	$6.1M	Buy	160,250 +40,665	+34%	+$1.57M	1.78%	15
2022 Q4	$4.3M	Buy	119,585 +22,179	+23%	+$818K	1.39%	20
2022 Q3	$3.17M	Buy	+97,406	New	+$3.54M	1.14%	21

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

Riversedge Advisors's CALF Position: Q3 2024 in Review

Riversedge Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q3 2024, closing a stake of 228,847 shares — an estimated $9.97M sold.

Riversedge Advisors first reported a position in CALF in Q3 2022 and held it in 8 quarters. The position peaked at $10.6M in Q1 2024. 502 funds tracked by Wall St. Rank hold CALF as of Q3 2024.

Riversedge Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q3 2024 after selling out during the quarter.
Riversedge Advisors sold 228,847 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2024, an estimated $9.97M.
Riversedge Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2022 and held it in 8 quarters.
Riversedge Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $10.6M in Q1 2024.
502 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2024.

Based on Riversedge Advisors's 13F filing for Q3 2024, filed 16 Oct 2024.