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Dorsey & Whitney Trust’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Dorsey & Whitney Trust’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
-23,586
Closed -$1.04M – 667
2024
Q4 		$1.04M Buy
23,586
+4,408
+23% +$204K 0.06% 257
2024
Q3 		$892K Buy
+19,178
New +$866K 0.05% 282

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dorsey & Whitney Trust's CALF Position: Q1 2025 in Review

Dorsey & Whitney Trust sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2025, closing a stake of 23,586 shares — an estimated $1.04M sold.

Dorsey & Whitney Trust first reported a position in CALF in Q3 2024 and held it in 2 quarters. The position peaked at $1.04M in Q4 2024. 443 funds tracked by Wall St. Rank hold CALF as of Q1 2025.

  • Dorsey & Whitney Trust reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2025 after selling out during the quarter.
  • Dorsey & Whitney Trust sold 23,586 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2025, an estimated $1.04M.
  • Dorsey & Whitney Trust first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2024 and held it in 2 quarters.
  • Dorsey & Whitney Trust's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.04M in Q4 2024.
  • 443 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2025.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2025, filed 14 May 2025.