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

Congress 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 Q2	$393K	Sell	9,873 -595	-6%	-$22.3K	﹤0.01%	995
2025 Q1	$393K	Sell	10,468 -2,467	-19%	-$102K	﹤0.01%	879
2024 Q4	$569K	Hold	12,935	–	–	0.01%	611
2024 Q3	$602K	Sell	12,935 -900	-7%	-$40.6K	0.01%	600
2024 Q2	$603K	Sell	13,835 -476	-3%	-$21.9K	0.01%	508
2024 Q1	$704K	Buy	14,311 +8,200	+134%	+$390K	0.01%	410
2023 Q4	$294K	Buy	6,111 +900	+17%	+$38.7K	0.01%	532
2023 Q3	$217K	Hold	5,211	–	–	﹤0.01%	570
2023 Q2	$212K	Buy	+5,211	New	+$198K	﹤0.01%	534

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Congress Wealth Management's CALF Position: Q2 2025 in Review

Congress Wealth Management reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 5.7% in Q2 2025, selling an estimated $22.3K and leaving 9,873 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #995.

Congress Wealth Management first reported a position in CALF in Q2 2023 and has held it in 9 quarters since. The position peaked at $704K in Q1 2024. 415 funds tracked by Wall St. Rank hold CALF as of Q2 2025.

Congress Wealth Management held 9,873 shares of Pacer US Small Cap Cash Cows 100 ETF worth $393K as of Q2 2025.
Congress Wealth Management sold 595 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2025, an estimated $22.3K.
Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #995 holding.
Congress Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2023 and has held it in 9 quarters since.
Congress Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $704K in Q1 2024.
415 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.