Simplicity Solutions’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Simplicity Solutions’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 Q4	$1.62M	Buy	+33,648	New	+$1.45M	0.04%	343

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

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

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

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

RJFSA

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Simplicity Solutions's CALF Position: Q4 2023 in Review

Simplicity Solutions opened a new position in Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q4 2023: 33,648 shares worth $1.62M. The stake represents 0.04% of the portfolio and ranks #343 among its holdings.

419 funds tracked by Wall St. Rank hold CALF as of Q4 2023.

Simplicity Solutions held 33,648 shares of Pacer US Small Cap Cash Cows 100 ETF worth $1.62M as of Q4 2023.
Pacer US Small Cap Cash Cows 100 ETF was a new Simplicity Solutions position in Q4 2023.
Pacer US Small Cap Cash Cows 100 ETF made up 0.04% of Simplicity Solutions's portfolio in Q4 2023, its #343 holding.
419 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.