Cerity Partners
CALF icon

Cerity Partners’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Cerity Partners’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
-5,361
Closed -$213K – 2766
2025
Q2 		$213K Sell
5,361
-2,678
-33% -$100K ﹤0.01% 2312
2025
Q1 		$301K Sell
8,039
-29
-0.4% -$1.2K ﹤0.01% 2015
2024
Q4 		$356K Buy
8,068
+3,601
+81% +$167K ﹤0.01% 1948
2024
Q3 		$208K Buy
+4,467
New +$202K ﹤0.01% 2299

Other funds holding CALF

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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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cerity Partners's CALF Position: Q3 2025 in Review

Cerity Partners sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q3 2025, closing a stake of 5,361 shares — an estimated $213K sold.

Cerity Partners first reported a position in CALF in Q3 2024 and held it in 4 quarters. The position peaked at $356K in Q4 2024. 403 funds tracked by Wall St. Rank hold CALF as of Q3 2025.

  • Cerity Partners reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Cerity Partners sold 5,361 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2025, an estimated $213K.
  • Cerity Partners first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2024 and held it in 4 quarters.
  • Cerity Partners's Pacer US Small Cap Cash Cows 100 ETF position peaked at $356K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2025.

Based on Cerity Partners's 13F filing for Q3 2025, filed 22 Oct 2025.