DHK Financial Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

DHK Financial 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 Q1	–	Sell	-9,029	Closed	-$399K	–	95
2024 Q4	$399K	Buy	9,029 +29	+0.3%	+$1.34K	0.24%	69
2024 Q3	$420K	Hold	9,000	–	–	0.26%	58
2024 Q2	$393K	Sell	9,000 -5,000	-36%	-$230K	0.27%	55
2024 Q1	$688K	Buy	14,000 +5,000	+56%	+$238K	0.49%	50
2023 Q4	$434K	Hold	9,000	–	–	0.33%	57
2023 Q3	$375K	Hold	9,000	–	–	0.33%	53
2023 Q2	$366K	Buy	+9,000	New	+$342K	0.31%	53

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

DHK Financial Advisors's CALF Position: Q1 2025 in Review

DHK Financial Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2025, closing a stake of 9,029 shares — an estimated $399K sold.

DHK Financial Advisors first reported a position in CALF in Q2 2023 and held it in 7 quarters. The position peaked at $688K in Q1 2024. 441 funds tracked by Wall St. Rank hold CALF as of Q1 2025.

DHK Financial Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2025 after selling out during the quarter.
DHK Financial Advisors sold 9,029 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2025, an estimated $399K.
DHK Financial Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2023 and held it in 7 quarters.
DHK Financial Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $688K in Q1 2024.
441 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2025.

Based on DHK Financial Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.