AWA
CALF icon

Amplius Wealth Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Amplius Wealth Advisors’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
2025
Q1 		– Sell
-36,562
Closed -$1.61M – 186
2024
Q4 		$1.61M Sell
36,562
-13,366
-27% -$619K 0.17% 57
2024
Q3 		$2.32M Sell
49,928
-803,010
-94% -$36.3M 0.25% 45
2024
Q2 		$37.2M Sell
852,938
-180,418
-17% -$8.3M 4.13% 6
2024
Q1 		$50.8M Buy
1,033,356
+303,362
+42% +$14.4M 5.69% 4
2023
Q4 		$35.1M Buy
729,994
+41,243
+6% +$1.77M 4.24% 6
2023
Q3 		$28.7M Buy
+688,751
New +$29.1M 3.85% 7

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Amplius Wealth Advisors's CALF Position: Q1 2025 in Review

Amplius Wealth Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2025, closing a stake of 36,562 shares — an estimated $1.61M sold.

Amplius Wealth Advisors first reported a position in CALF in Q3 2023 and held it in 6 quarters. The position peaked at $50.8M in Q1 2024. 441 funds tracked by Wall St. Rank hold CALF as of Q1 2025.

  • Amplius Wealth Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2025 after selling out during the quarter.
  • Amplius Wealth Advisors sold 36,562 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2025, an estimated $1.61M.
  • Amplius Wealth Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2023 and held it in 6 quarters.
  • Amplius Wealth Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $50.8M in Q1 2024.
  • 441 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2025.

Based on Amplius Wealth Advisors's 13F filing for Q1 2025, filed 10 Apr 2025.