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Atria Investments’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Atria Investments’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
-6,748
Closed -$295K – 2035
2025
Q3 		$295K Sell
6,748
-31,287
-82% -$1.32M ﹤0.01% 1728
2025
Q2 		$1.51M Sell
38,035
-138,978
-79% -$5.21M 0.02% 843
2025
Q1 		$6.64M Buy
177,013
+27,266
+18% +$1.13M 0.09% 274
2024
Q4 		$6.59M Sell
149,747
-32,217
-18% -$1.49M 0.08% 274
2024
Q3 		$8.46M Sell
181,964
-135,256
-43% -$6.11M 0.11% 218
2024
Q2 		$13.8M Buy
317,220
+144,542
+84% +$6.65M 0.18% 126
2024
Q1 		$8.49M Buy
172,678
+66,580
+63% +$3.17M 0.12% 198
2023
Q4 		$5.1M Buy
106,098
+80,940
+322% +$3.48M 0.08% 291
2023
Q3 		$1.05M Buy
+25,158
New +$1.06M 0.02% 824
2023
Q2 		– Sell
-30,009
Closed -$1.14M – 832
2023
Q1 		$1.14M Buy
+30,009
New +$1.16M 0.02% 758

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 $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
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
UBS Group
UBS Group Zurich, Switzerland $564B 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 $528B AUM 27.57% 1-Year Est. Return