Conservest Capital Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Conservest Capital Advisors’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	-13,430	Closed	-$535K	–	127
2025 Q2	$535K	Sell	13,430 -163,272	-92%	-$6.12M	0.05%	72
2025 Q1	$6.63M	Sell	176,702 -199,199	-53%	-$8.26M	0.7%	21
2024 Q4	$16.5M	Buy	375,901 +47,068	+14%	+$2.18M	1.71%	15
2024 Q3	$16.2M	Buy	328,833 +11,422	+4%	+$516K	1.66%	15
2024 Q2	$15.6M	Sell	317,411 -11,649	-4%	-$536K	1.68%	15
2024 Q1	$16.2M	Buy	+329,060	New	+$15.6M	1.65%	15

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

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

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

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

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

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

Conservest Capital Advisors's CALF Position: Q3 2025 in Review

Conservest Capital Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q3 2025, closing a stake of 13,430 shares — an estimated $535K sold.

Conservest Capital Advisors first reported a position in CALF in Q1 2024 and held it in 6 quarters. The position peaked at $16.5M in Q4 2024. 402 funds tracked by Wall St. Rank hold CALF as of Q3 2025.

Conservest Capital Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q3 2025 after selling out during the quarter.
Conservest Capital Advisors sold 13,430 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2025, an estimated $535K.
Conservest Capital Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2024 and held it in 6 quarters.
Conservest Capital Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $16.5M in Q4 2024.
402 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2025.

Based on Conservest Capital Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.