WealthPLAN Partners’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

WealthPLAN Partners’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 Q1	–	Sell	-61,033	Closed	-$2.93M	–	312
2023 Q4	$2.93M	Buy	61,033 +10,072	+20%	+$433K	0.3%	91
2023 Q3	$2.13M	Buy	50,961 +49,912	+4,758%	+$2.11M	0.25%	99
2023 Q2	$42.7K	Sell	1,049 -20	-2%	-$759	0.01%	538
2023 Q1	$40.7K	Buy	+1,069	New	+$41.1K	﹤0.01%	595

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

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

RJA

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthPLAN Partners's CALF Position: Q1 2024 in Review

WealthPLAN Partners sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2024, closing a stake of 61,033 shares — an estimated $2.93M sold.

WealthPLAN Partners first reported a position in CALF in Q1 2023 and held it in 4 quarters. The position peaked at $2.93M in Q4 2023. 505 funds tracked by Wall St. Rank hold CALF as of Q1 2024.

WealthPLAN Partners reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2024 after selling out during the quarter.
WealthPLAN Partners sold 61,033 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2024, an estimated $2.93M.
WealthPLAN Partners first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2023 and held it in 4 quarters.
WealthPLAN Partners's Pacer US Small Cap Cash Cows 100 ETF position peaked at $2.93M in Q4 2023.
505 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2024.

Based on WealthPLAN Partners's 13F filing for Q1 2024, filed 7 May 2024.