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Cooper Financial Group’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Cooper Financial 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
-5,681
Closed -$249K – 385
2025
Q3 		$249K Sell
5,681
-2,365
-29% -$99.7K 0.03% 332
2025
Q2 		$320K Sell
8,046
-3,148
-28% -$118K 0.04% 289
2025
Q1 		$420K Sell
11,194
-21,386
-66% -$887K 0.06% 262
2024
Q4 		$1.43M Sell
32,580
-105,700
-76% -$4.89M 0.17% 105
2024
Q3 		$6.43M Buy
138,280
+2,738
+2% +$124K 0.84% 25
2024
Q2 		$5.9M Buy
135,542
+96,107
+244% +$4.42M 0.87% 25
2024
Q1 		$1.94M Sell
39,435
-2,596
-6% -$123K 0.32% 59
2023
Q4 		$2.02M Buy
42,031
+5,026
+14% +$216K 0.37% 52
2023
Q3 		$1.54M Buy
37,005
+17,888
+94% +$755K 0.37% 61
2023
Q2 		$778K Buy
19,117
+10,767
+129% +$409K 0.19% 122
2023
Q1 		$318K Buy
8,350
+1,941
+30% +$74.7K 0.09% 238
2022
Q4 		$230K Buy
+6,409
New +$237K 0.07% 260

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

Cooper Financial Group's CALF Position: Q4 2025 in Review

Cooper Financial Group sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q4 2025, closing a stake of 5,681 shares — an estimated $249K sold.

Cooper Financial Group first reported a position in CALF in Q4 2022 and held it in 12 quarters. The position peaked at $6.43M in Q3 2024. 402 funds tracked by Wall St. Rank hold CALF as of Q4 2025.

  • Cooper Financial Group reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q4 2025 after selling out during the quarter.
  • Cooper Financial Group sold 5,681 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2025, an estimated $249K.
  • Cooper Financial Group first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2022 and held it in 12 quarters.
  • Cooper Financial Group's Pacer US Small Cap Cash Cows 100 ETF position peaked at $6.43M in Q3 2024.
  • 402 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2025.

Based on Cooper Financial Group's 13F filing for Q4 2025, filed 8 Jan 2026.