Avantax Advisory Services’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Avantax Advisory Services’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	$29.1M	Sell	732,111 -157,381	-18%	-$5.9M	0.16%	101
2025 Q1	$33.4M	Sell	889,492 -42,631	-5%	-$1.77M	0.2%	83
2024 Q4	$41M	Sell	932,123 -9,103	-1%	-$421K	0.26%	52
2024 Q3	$43.8M	Buy	941,226 +178,840	+23%	+$8.08M	0.29%	47
2024 Q2	$33.2M	Buy	762,386 +202,855	+36%	+$9.34M	0.24%	60
2024 Q1	$27.5M	Buy	559,531 +192,322	+52%	+$9.14M	0.24%	60
2023 Q4	$17.6M	Buy	367,209 +145,994	+66%	+$6.27M	0.18%	94
2023 Q3	$9.22M	Buy	221,215 +53,068	+32%	+$2.24M	0.1%	156
2023 Q2	$6.84M	Buy	168,147 +30,804	+22%	+$1.17M	0.08%	193
2023 Q1	$5.23M	Buy	137,343 +35,446	+35%	+$1.36M	0.06%	238
2022 Q4	$3.66M	Buy	101,897 +28,131	+38%	+$1.04M	0.05%	284
2022 Q3	$2.4M	Buy	73,766 +13,413	+22%	+$487K	0.04%	343
2022 Q2	$2.03M	Buy	60,353 +49,302	+446%	+$1.86M	0.03%	376
2022 Q1	$442K	Buy	+11,051	New	+$454K	0.01%	838

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

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 22.96% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Avantax Advisory Services's CALF Position: Q2 2025 in Review

Avantax Advisory Services reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 18% in Q2 2025, selling an estimated $5.9M and leaving 732,111 shares worth $29.1M. The position accounts for 0.16% of the portfolio, ranked #101.

Avantax Advisory Services first reported a position in CALF in Q1 2022 and has held it in 14 quarters since. The position peaked at $43.8M in Q3 2024. 415 funds tracked by Wall St. Rank hold CALF as of Q2 2025.

Avantax Advisory Services held 732,111 shares of Pacer US Small Cap Cash Cows 100 ETF worth $29.1M as of Q2 2025.
Avantax Advisory Services sold 157,381 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2025, an estimated $5.9M.
Pacer US Small Cap Cash Cows 100 ETF made up 0.16% of Avantax Advisory Services's portfolio in Q2 2025, its #101 holding.
Avantax Advisory Services first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2022 and has held it in 14 quarters since.
Avantax Advisory Services's Pacer US Small Cap Cash Cows 100 ETF position peaked at $43.8M 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 Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.