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

Arete 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
Q4 		– Sell
-8,653
Closed -$379K – 772
2025
Q3 		$379K Sell
8,653
-222
-3% -$9.36K 0.02% 518
2025
Q2 		$353K Buy
+8,875
New +$332K 0.03% 512

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
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

Arete Wealth Advisors's CALF Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q4 2025, closing a stake of 8,653 shares — an estimated $379K sold.

Arete Wealth Advisors first reported a position in CALF in Q2 2025 and held it in 2 quarters. The position peaked at $379K in Q3 2025. 399 funds tracked by Wall St. Rank hold CALF as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 8,653 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2025, an estimated $379K.
  • Arete Wealth Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $379K in Q3 2025.
  • 399 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.