CAG
CALF icon

Centerpoint Advisory Group’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Centerpoint Advisory Group’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
Q4 		– Sell
-4,879
Closed -$214K – 108
2025
Q3 		$214K Buy
+4,879
New +$206K 0.17% 100
2025
Q2 		– Sell
-5,351
Closed -$201K – 103
2025
Q1 		$201K Sell
5,351
-3,280
-38% -$136K 0.2% 93
2024
Q4 		$380K Buy
+8,631
New +$399K 0.37% 60

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Centerpoint Advisory Group's CALF Position: Q4 2025 in Review

Centerpoint Advisory Group sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q4 2025, closing a stake of 4,879 shares — an estimated $214K sold.

Centerpoint Advisory Group first reported a position in CALF in Q4 2024 and held it in 3 quarters. The position peaked at $380K in Q4 2024. 402 funds tracked by Wall St. Rank hold CALF as of Q4 2025.

  • Centerpoint Advisory Group reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q4 2025 after selling out during the quarter.
  • Centerpoint Advisory Group sold 4,879 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2025, an estimated $214K.
  • Centerpoint Advisory Group first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2024 and held it in 3 quarters.
  • Centerpoint Advisory Group's Pacer US Small Cap Cash Cows 100 ETF position peaked at $380K in Q4 2024.
  • 402 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2025.

Based on Centerpoint Advisory Group's 13F filing for Q4 2025, filed 3 Feb 2026.