CAS
CALF icon

Coppell Advisory Solutions’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-3,965
Closed -$174K – 547
2024
Q4 		$174K Buy
3,965
+90
+2% +$4.17K 0.02% 305
2024
Q3 		$180K Buy
3,875
+567
+17% +$25.6K 0.03% 303
2024
Q2 		$144K Buy
+3,308
New +$152K 0.02% 317
2023
Q4 		$151K Sell
3,135
-690
-18% -$29.6K 0.03% 298
2023
Q3 		$138K Buy
3,825
+960
+34% +$40.5K 0.05% 192
2023
Q2 		$116K Buy
+2,865
New +$109K 0.03% 247
2023
Q1 		– Sell
-3,825
Closed -$138K – 329
2022
Q4 		$138K Buy
+3,825
New +$141K 0.05% 196

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return