ZIMP
CALF icon

Zimmermann Investment Management & Planning’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Zimmermann Investment Management & Planning’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 		– Sell
-54,247
Closed -$2.52M – 24
2024
Q3 		$2.52M Sell
54,247
-93,837
-63% -$4.24M 0.77% 35
2024
Q2 		$6.45M Buy
148,084
+37,237
+34% +$1.71M 2.15% 12
2024
Q1 		$5.45M Buy
110,847
+55,523
+100% +$2.64M 1.96% 13
2023
Q4 		$2.66M Buy
55,324
+2,971
+6% +$128K 1.09% 30
2023
Q3 		$2.18M Buy
52,353
+1,591
+3% +$67.2K 1.05% 31
2023
Q2 		$2.07M Buy
50,762
+2,529
+5% +$96K 0.96% 37
2023
Q1 		$1.84M Buy
48,233
+2,412
+5% +$92.8K 0.96% 33
2022
Q4 		$1.65M Buy
45,821
+4,665
+11% +$172K 0.95% 28
2022
Q3 		$1.34M Sell
41,156
-713
-2% -$25.9K 0.83% 27
2022
Q2 		$1.41M Buy
41,869
+4,969
+13% +$187K 0.97% 32
2022
Q1 		$1.48M Buy
36,900
+17,121
+87% +$703K 0.88% 30
2021
Q4 		$846K Buy
+19,779
New +$870K 0.47% 41

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Zimmermann Investment Management & Planning's CALF Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q4 2024, closing a stake of 54,247 shares — an estimated $2.52M sold.

Zimmermann Investment Management & Planning first reported a position in CALF in Q4 2021 and held it in 12 quarters. The position peaked at $6.45M in Q2 2024. 541 funds tracked by Wall St. Rank hold CALF as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 54,247 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2024, an estimated $2.52M.
  • Zimmermann Investment Management & Planning first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2021 and held it in 12 quarters.
  • Zimmermann Investment Management & Planning's Pacer US Small Cap Cash Cows 100 ETF position peaked at $6.45M in Q2 2024.
  • 541 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.