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

Atlas Private 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 Q3	–	Sell	-7,180	Closed	-$286K	–	144
2025 Q2	$286K	Sell	7,180 -633	-8%	-$23.7K	0.04%	165
2025 Q1	$293K	Sell	7,813 -12,072	-61%	-$501K	0.04%	144
2024 Q4	$875K	Sell	19,885 -1,952	-9%	-$90.3K	0.12%	76
2024 Q3	$1.02M	Buy	21,837 +490	+2%	+$22.1K	0.15%	67
2024 Q2	$930K	Buy	21,347 +12,523	+142%	+$576K	0.15%	64
2024 Q1	$434K	Sell	8,824 -546	-6%	-$26K	0.15%	68
2023 Q4	$450K	Buy	9,370 +3,308	+55%	+$142K	0.08%	87
2023 Q3	$253K	Buy	+6,062	New	+$256K	0.05%	156

Other funds holding CALF

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return