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

Shore Point 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 Q1	–	Sell	-9,322	Closed	-$335K	–	50
2022 Q4	$335K	Buy	9,322 +29	+0.3%	+$1.07K	0.28%	39
2022 Q3	$302K	Buy	9,293 +22	+0.2%	+$798	0.29%	27
2022 Q2	$312K	Buy	+9,271	New	+$350K	0.29%	30

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFEC

Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Shore Point Advisors's CALF Position: Q1 2023 in Review

Shore Point Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2023, closing a stake of 9,322 shares — an estimated $335K sold.

Shore Point Advisors first reported a position in CALF in Q2 2022 and held it in 3 quarters. The position peaked at $335K in Q4 2022. 193 funds tracked by Wall St. Rank hold CALF as of Q1 2023.

Shore Point Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2023 after selling out during the quarter.
Shore Point Advisors sold 9,322 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2023, an estimated $335K.
Shore Point Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2022 and held it in 3 quarters.
Shore Point Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $335K in Q4 2022.
193 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2023.

Based on Shore Point Advisors's 13F filing for Q1 2023, filed 17 Apr 2023.