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

RiverTree 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
2023
Q3 		– Sell
-193,619
Closed -$7.88M – 23
2023
Q2 		$7.88M Sell
193,619
-9,061
-4% -$344K 5.67% 8
2023
Q1 		$7.71M Buy
+202,680
New +$7.8M 5.55% 11

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RiverTree Advisors's CALF Position: Q3 2023 in Review

RiverTree Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q3 2023, closing a stake of 193,619 shares — an estimated $7.88M sold.

RiverTree Advisors first reported a position in CALF in Q1 2023 and held it in 2 quarters. The position peaked at $7.88M in Q2 2023. 280 funds tracked by Wall St. Rank hold CALF as of Q3 2023.

  • RiverTree Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q3 2023 after selling out during the quarter.
  • RiverTree Advisors sold 193,619 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2023, an estimated $7.88M.
  • RiverTree Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2023 and held it in 2 quarters.
  • RiverTree Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $7.88M in Q2 2023.
  • 280 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2023.

Based on RiverTree Advisors's 13F filing for Q3 2023, filed 13 Oct 2023.