Wintrust Investments’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Wintrust Investments’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 Q4	$372K	Buy	8,457 +12	+0.1%	+$555	0.33%	51
2024 Q3	$392K	Sell	8,445 -71,110	-89%	-$3.21M	0.29%	58
2024 Q2	$3.46M	Buy	79,555 +8,465	+12%	+$390K	0.28%	59
2024 Q1	$3.5M	Buy	71,090 +3,775	+6%	+$179K	0.31%	63
2023 Q4	$3.23M	Buy	67,315 +1,985	+3%	+$85.3K	0.31%	67
2023 Q3	$2.72M	Buy	65,330 +856	+1%	+$36.1K	0.29%	74
2023 Q2	$2.62M	Buy	+64,474	New	+$2.45M	0.26%	80

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wintrust Investments's CALF Position: Q4 2024 in Review

Wintrust Investments increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 0.14% in Q4 2024, buying an estimated $555 and bringing the position to 8,457 shares worth $372K. The position accounts for 0.33% of the portfolio, ranked #51.

Wintrust Investments first reported a position in CALF in Q2 2023 and has held it in 7 quarters since. The position peaked at $3.5M in Q1 2024. 542 funds tracked by Wall St. Rank hold CALF as of Q4 2024.

Wintrust Investments held 8,457 shares of Pacer US Small Cap Cash Cows 100 ETF worth $372K as of Q4 2024.
Wintrust Investments bought 12 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2024, an estimated $555.
Pacer US Small Cap Cash Cows 100 ETF made up 0.33% of Wintrust Investments's portfolio in Q4 2024, its #51 holding.
Wintrust Investments first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2023 and has held it in 7 quarters since.
Wintrust Investments's Pacer US Small Cap Cash Cows 100 ETF position peaked at $3.5M in Q1 2024.
542 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.