Bartlett & Co Wealth Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Bartlett & Co Wealth Management’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
2026 Q1	$670	Hold	14	–	–	﹤0.01%	1155
2025 Q4	$626	Hold	14	–	–	﹤0.01%	1164
2025 Q3	$613	Sell	14 -10	-42%	-$422	﹤0.01%	1133
2025 Q2	$956	Sell	24 -252	-91%	-$9.44K	﹤0.01%	1149
2025 Q1	$10.3K	Hold	276	–	–	﹤0.01%	906
2024 Q4	$12.2K	Sell	276 -4	-1%	-$185	﹤0.01%	889
2024 Q3	$13.1K	Hold	280	–	–	﹤0.01%	886
2024 Q2	$12.2K	Sell	280 -85	-23%	-$3.91K	﹤0.01%	899
2024 Q1	$17.9K	Hold	365	–	–	﹤0.01%	832
2023 Q4	$17.8K	Buy	365 +361	+9,025%	+$15.5K	﹤0.01%	901
2023 Q3	$167	Buy	+4	New	+$169	﹤0.01%	1152

Other funds holding CALF

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 $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co Wealth Management's CALF Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Pacer US Small Cap Cash Cows 100 ETF (CALF) position steady in Q1 2026 at 14 shares worth $670. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

Bartlett & Co Wealth Management first reported a position in CALF in Q3 2023 and has held it in 11 quarters since. The position peaked at $17.9K in Q1 2024. 389 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

Bartlett & Co Wealth Management held 14 shares of Pacer US Small Cap Cash Cows 100 ETF worth $670 as of Q1 2026.
Bartlett & Co Wealth Management left its Pacer US Small Cap Cash Cows 100 ETF share count unchanged in Q1 2026.
Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #1155 holding.
Bartlett & Co Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2023 and has held it in 11 quarters since.
Bartlett & Co Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $17.9K in Q1 2024.
389 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.