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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Atria Investments's CALF Position: Q4 2025 in Review

Atria Investments sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q4 2025, closing a stake of 6,748 shares — an estimated $295K sold.

Atria Investments first reported a position in CALF in Q1 2023 and held it in 10 quarters. The position peaked at $13.8M in Q2 2024. 402 funds tracked by Wall St. Rank hold CALF as of Q4 2025.

Atria Investments reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q4 2025 after selling out during the quarter.
Atria Investments sold 6,748 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2025, an estimated $295K.
Atria Investments first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2023 and held it in 10 quarters.
Atria Investments's Pacer US Small Cap Cash Cows 100 ETF position peaked at $13.8M in Q2 2024.
402 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2025.

Based on Atria Investments's 13F filing for Q4 2025, filed 5 Feb 2026.