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

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 $376B 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers

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