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Wagner Wealth Management (South Carolina)’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Wagner Wealth Management (South Carolina)’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
-2,796
Closed -$122K – 233
2024
Q2 		$122K Buy
+2,796
New +$129K 0.04% 138

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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
Royal Bank of Canada
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s CALF Position: Q3 2024 in Review

Wagner Wealth Management (South Carolina) sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q3 2024, closing a stake of 2,796 shares — an estimated $122K sold.

Wagner Wealth Management (South Carolina) first reported a position in CALF in Q2 2024 and held it in 1 quarter. The position peaked at $122K in Q2 2024. 504 funds tracked by Wall St. Rank hold CALF as of Q3 2024.

  • Wagner Wealth Management (South Carolina) reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q3 2024 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 2,796 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2024, an estimated $122K.
  • Wagner Wealth Management (South Carolina) first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2024 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Pacer US Small Cap Cash Cows 100 ETF position peaked at $122K in Q2 2024.
  • 504 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2024, filed 11 Oct 2024.