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

Cosner 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
Q1 		– Sell
-24,367
Closed -$1.07M – 38
2024
Q4 		$1.07M Buy
24,367
+11,759
+93% +$544K 0.68% 21
2024
Q3 		$587K Buy
12,608
+30
+0.2% +$1.35K 0.38% 30
2024
Q2 		$548K Sell
12,578
-312
-2% -$14.4K 0.39% 27
2024
Q1 		$634K Buy
12,890
+62
+0.5% +$2.95K 0.45% 27
2023
Q4 		$616K Buy
+12,828
New +$551K 0.52% 26

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $666B 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 $424B AUM 22.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cosner Financial Group's CALF Position: Q1 2025 in Review

Cosner Financial Group sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2025, closing a stake of 24,367 shares — an estimated $1.07M sold.

Cosner Financial Group first reported a position in CALF in Q4 2023 and held it in 5 quarters. The position peaked at $1.07M in Q4 2024. 441 funds tracked by Wall St. Rank hold CALF as of Q1 2025.

  • Cosner Financial Group reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2025 after selling out during the quarter.
  • Cosner Financial Group sold 24,367 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2025, an estimated $1.07M.
  • Cosner Financial Group first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and held it in 5 quarters.
  • Cosner Financial Group's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.07M in Q4 2024.
  • 441 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2025.

Based on Cosner Financial Group's 13F filing for Q1 2025, filed 7 May 2025.