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

Brass Tax 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
2025
Q3 		$227K Sell
5,185
-150
-3% -$6.33K 0.04% 220
2025
Q2 		$212K Buy
+5,335
New +$200K 0.04% 220

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 $377B AUM 19.32% 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 $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brass Tax Wealth Management's CALF Position: Q3 2025 in Review

Brass Tax Wealth Management reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 2.8% in Q3 2025, selling an estimated $6.33K and leaving 5,185 shares worth $227K. The position accounts for 0.04% of the portfolio, ranked #220.

Brass Tax Wealth Management first reported a position in CALF in Q2 2025 and has held it in 2 quarters since. 402 funds tracked by Wall St. Rank hold CALF as of Q3 2025.

  • Brass Tax Wealth Management held 5,185 shares of Pacer US Small Cap Cash Cows 100 ETF worth $227K as of Q3 2025.
  • Brass Tax Wealth Management sold 150 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2025, an estimated $6.33K.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.04% of Brass Tax Wealth Management's portfolio in Q3 2025, its #220 holding.
  • Brass Tax Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2025 and has held it in 2 quarters since.
  • 402 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.