BWM
CALF icon

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

BCS 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 		$2.02M Sell
45,101
-52,579
-54% -$2.39M 0.41% 54
2025
Q4 		$4.33M Buy
97,680
+51,160
+110% +$2.25M 0.44% 52
2025
Q3 		$2.04M Sell
46,520
-2,431
-5% -$103K 0.46% 52
2025
Q2 		$1.95M Buy
48,951
+28,315
+137% +$1.06M 0.42% 57
2025
Q1 		$774K Sell
20,636
-2,154
-9% -$89.3K 0.2% 99
2024
Q4 		$1M Sell
22,790
-805
-3% -$37.3K 0.25% 86
2024
Q3 		$1.1M Buy
23,595
+2,742
+13% +$124K 0.47% 53
2024
Q2 		$908K Buy
20,853
+2,129
+11% +$98K 0.44% 57
2024
Q1 		$920K Buy
18,724
+149
+0.8% +$7.08K 0.3% 81
2023
Q4 		$892K Buy
18,575
+1,720
+10% +$73.9K 0.33% 77
2023
Q3 		$703K Buy
16,855
+3,349
+25% +$141K 0.29% 80
2023
Q2 		$550K Buy
13,506
+5,886
+77% +$224K 0.4% 54
2023
Q1 		$290K Buy
+7,620
New +$293K 0.13% 125

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
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