CFG
CALF icon

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

Copley 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
Q2 		– Sell
-95,931
Closed -$3.6M – 105
2025
Q1 		$3.6M Buy
95,931
+5,365
+6% +$222K 2.75% 8
2024
Q4 		$3.99M Buy
90,566
+37,558
+71% +$1.74M 3.05% 7
2024
Q3 		$2.47M Buy
+53,008
New +$2.39M 2.24% 10

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Copley Financial Group's CALF Position: Q2 2025 in Review

Copley Financial Group sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2025, closing a stake of 95,931 shares — an estimated $3.6M sold.

Copley Financial Group first reported a position in CALF in Q3 2024 and held it in 3 quarters. The position peaked at $3.99M in Q4 2024. 415 funds tracked by Wall St. Rank hold CALF as of Q2 2025.

  • Copley Financial Group reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2025 after selling out during the quarter.
  • Copley Financial Group sold 95,931 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2025, an estimated $3.6M.
  • Copley Financial Group first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2024 and held it in 3 quarters.
  • Copley Financial Group's Pacer US Small Cap Cash Cows 100 ETF position peaked at $3.99M in Q4 2024.
  • 415 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2025.

Based on Copley Financial Group's 13F filing for Q2 2025, filed 13 Aug 2025.