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AE Wealth Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

AE Wealth Management’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
2026
Q1 		$77.1K Sell
1,718
-617
-26% -$28.1K ﹤0.01% 1869
2025
Q4 		$104K Buy
2,335
+424
+22% +$18.6K ﹤0.01% 1690
2025
Q3 		$83.7K Sell
1,911
-1,081
-36% -$45.6K ﹤0.01% 1616
2025
Q2 		$119K Buy
2,992
+765
+34% +$28.7K ﹤0.01% 1437
2025
Q1 		$83.5K Buy
2,227
+32
+1% +$1.33K ﹤0.01% 1488
2024
Q4 		$96.6K Buy
+2,195
New +$102K ﹤0.01% 1441
2024
Q1 		– Sell
-289,674
Closed -$13.8M – 1269
2023
Q4 		$13.8M Buy
+289,674
New +$12.4M 0.07% 325

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AE Wealth Management's CALF Position: Q1 2026 in Review

AE Wealth Management reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 26% in Q1 2026, selling an estimated $28.1K and leaving 1,718 shares worth $77.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1869.

AE Wealth Management first reported a position in CALF in Q4 2023 and has held it in 7 quarters since. The position peaked at $13.8M in Q4 2023. 389 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

  • AE Wealth Management held 1,718 shares of Pacer US Small Cap Cash Cows 100 ETF worth $77.1K as of Q1 2026.
  • AE Wealth Management sold 617 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2026, an estimated $28.1K.
  • Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1869 holding.
  • AE Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and has held it in 7 quarters since.
  • AE Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $13.8M in Q4 2023.
  • 389 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.