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

Atria Wealth Solutions’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
Q2 		$6.53M Sell
163,339
-223,179
-58% -$8.36M 0.15% 161
2025
Q1 		$14.5M Sell
386,518
-18,190
-4% -$754K 0.17% 127
2024
Q4 		$17.9M Sell
404,708
-10,604
-3% -$491K 0.2% 103
2024
Q3 		$19.4M Sell
415,312
-13,906
-3% -$628K 0.21% 100
2024
Q2 		$18.7M Buy
429,218
+57,349
+15% +$2.64M 0.21% 101
2024
Q1 		$18.3M Buy
371,869
+141,854
+62% +$6.74M 0.21% 102
2023
Q4 		$11.1M Buy
230,015
+96,131
+72% +$4.13M 0.14% 154
2023
Q3 		$5.58M Buy
133,884
+57,737
+76% +$2.44M 0.08% 261
2023
Q2 		$3.1M Buy
76,147
+13,867
+22% +$527K 0.04% 432
2023
Q1 		$2.37M Buy
62,280
+34,547
+125% +$1.33M 0.04% 489
2022
Q4 		$997K Buy
27,733
+8,405
+43% +$310K 0.02% 748
2022
Q3 		$628K Buy
19,328
+11,850
+158% +$430K 0.01% 909
2022
Q2 		$252K Buy
7,478
+993
+15% +$37.4K ﹤0.01% 1309
2022
Q1 		$260K Buy
+6,485
New +$266K ﹤0.01% 1395

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Wealth Solutions's CALF Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 58% in Q2 2025, selling an estimated $8.36M and leaving 163,339 shares worth $6.53M. The position accounts for 0.15% of the portfolio, ranked #161.

Atria Wealth Solutions first reported a position in CALF in Q1 2022 and has held it in 14 quarters since. The position peaked at $19.4M in Q3 2024. 415 funds tracked by Wall St. Rank hold CALF as of Q2 2025.

  • Atria Wealth Solutions held 163,339 shares of Pacer US Small Cap Cash Cows 100 ETF worth $6.53M as of Q2 2025.
  • Atria Wealth Solutions sold 223,179 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2025, an estimated $8.36M.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.15% of Atria Wealth Solutions's portfolio in Q2 2025, its #161 holding.
  • Atria Wealth Solutions first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Pacer US Small Cap Cash Cows 100 ETF position peaked at $19.4M in Q3 2024.
  • 415 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.