Betterment LLC’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Betterment LLC’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 Q3	–	Sell	-7,590	Closed	-$302K	–	524
2025 Q2	$302K	Sell	7,590 -2,300	-23%	-$86.2K	﹤0.01%	429
2025 Q1	$371K	Sell	9,890 -1,466	-13%	-$60.8K	﹤0.01%	375
2024 Q4	$500K	Sell	11,356 -3,233	-22%	-$150K	﹤0.01%	327
2024 Q3	$679K	Buy	14,589 +1,608	+12%	+$72.6K	﹤0.01%	281
2024 Q2	$565K	Buy	12,981 +3,364	+35%	+$155K	﹤0.01%	275
2024 Q1	$473K	Buy	9,617 +1,187	+14%	+$56.4K	﹤0.01%	265
2023 Q4	$405K	Buy	8,430 +2,800	+50%	+$120K	﹤0.01%	246
2023 Q3	$235K	Buy	+5,630	New	+$238K	﹤0.01%	284
2022 Q2	–	Sell	-5,071	Closed	-$203K	–	224
2022 Q1	$203K	Buy	+5,071	New	+$208K	﹤0.01%	224

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Betterment LLC's CALF Position: Q3 2025 in Review

Betterment LLC sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q3 2025, closing a stake of 7,590 shares — an estimated $302K sold.

Betterment LLC first reported a position in CALF in Q1 2022 and held it in 9 quarters. The position peaked at $679K in Q3 2024. 402 funds tracked by Wall St. Rank hold CALF as of Q3 2025.

Betterment LLC reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q3 2025 after selling out during the quarter.
Betterment LLC sold 7,590 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2025, an estimated $302K.
Betterment LLC first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2022 and held it in 9 quarters.
Betterment LLC's Pacer US Small Cap Cash Cows 100 ETF position peaked at $679K in Q3 2024.
402 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2025.

Based on Betterment LLC's 13F filing for Q3 2025, filed 13 Nov 2025.