Carolinas Wealth Consulting’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Carolinas Wealth Consulting’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	–	Sell	-4,849	Closed	-$182K	–	123
2025 Q1	$182K	Sell	4,849 -510	-10%	-$21.1K	0.04%	186
2024 Q4	$237K	Buy	5,359 +3,835	+252%	+$177K	0.05%	170
2024 Q3	$71.1K	Buy	1,524 +1	+0.1%	+$45	0.01%	316
2024 Q2	$66.3K	Buy	1,523 +731	+92%	+$33.6K	0.01%	328
2024 Q1	$39K	Buy	792 +501	+172%	+$23.8K	0.01%	410
2023 Q4	$14K	Buy	+291	New	+$12.5K	﹤0.01%	497

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 $445B AUM 25.58% 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 $424B AUM 22.96% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carolinas Wealth Consulting's CALF Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2025, closing a stake of 4,849 shares — an estimated $182K sold.

Carolinas Wealth Consulting first reported a position in CALF in Q4 2023 and held it in 6 quarters. The position peaked at $237K in Q4 2024. 415 funds tracked by Wall St. Rank hold CALF as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 4,849 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2025, an estimated $182K.
Carolinas Wealth Consulting first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and held it in 6 quarters.
Carolinas Wealth Consulting's Pacer US Small Cap Cash Cows 100 ETF position peaked at $237K in Q4 2024.
415 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.