Syverson Strege & Co’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Syverson Strege & Co’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	-118	Closed	-$4.49K	–	154
2023 Q1	$4.49K	Hold	118	–	–	﹤0.01%	354
2022 Q4	$4.24K	Hold	118	–	–	﹤0.01%	233
2022 Q3	$4K	Hold	118	–	–	﹤0.01%	219
2022 Q2	$4K	Hold	118	–	–	﹤0.01%	267
2022 Q1	$5K	Buy	118 +50	+74%	+$2.05K	0.01%	239
2021 Q4	$3K	Hold	68	–	–	﹤0.01%	255
2021 Q3	$3K	Buy	+68	New	+$2.94K	﹤0.01%	366

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 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

Syverson Strege & Co's CALF Position: Q2 2023 in Review

Syverson Strege & Co sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2023, closing a stake of 118 shares — an estimated $4.49K sold.

Syverson Strege & Co first reported a position in CALF in Q3 2021 and held it in 7 quarters. The position peaked at $5K in Q1 2022. 234 funds tracked by Wall St. Rank hold CALF as of Q2 2023.

Syverson Strege & Co reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 118 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2023, an estimated $4.49K.
Syverson Strege & Co first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2021 and held it in 7 quarters.
Syverson Strege & Co's Pacer US Small Cap Cash Cows 100 ETF position peaked at $5K in Q1 2022.
234 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.