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Apexium Financial’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Apexium Financial’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
Q3 		$490K Sell
11,185
-1,690
-13% -$71.3K 0.02% 195
2025
Q2 		$513K Sell
12,875
-10,164
-44% -$381K 0.03% 178
2025
Q1 		$864K Buy
23,039
+9,685
+73% +$402K 0.05% 132
2024
Q4 		$589K Buy
+13,354
New +$618K 0.04% 150

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Apexium Financial's CALF Position: Q3 2025 in Review

Apexium Financial reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 13% in Q3 2025, selling an estimated $71.3K and leaving 11,185 shares worth $490K. The position accounts for 0.02% of the portfolio, ranked #195.

Apexium Financial first reported a position in CALF in Q4 2024 and has held it in 4 quarters since. The position peaked at $864K in Q1 2025. 402 funds tracked by Wall St. Rank hold CALF as of Q3 2025.

  • Apexium Financial held 11,185 shares of Pacer US Small Cap Cash Cows 100 ETF worth $490K as of Q3 2025.
  • Apexium Financial sold 1,690 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2025, an estimated $71.3K.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.02% of Apexium Financial's portfolio in Q3 2025, its #195 holding.
  • Apexium Financial first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2024 and has held it in 4 quarters since.
  • Apexium Financial's Pacer US Small Cap Cash Cows 100 ETF position peaked at $864K in Q1 2025.
  • 402 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.