Envestnet Portfolio Solutions’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Envestnet Portfolio 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 Q4	–	Sell	-5,091	Closed	-$223K	–	1494
2025 Q3	$223K	Buy	+5,091	New	+$215K	﹤0.01%	1383
2025 Q2	–	Sell	-5,973	Closed	-$224K	–	1533
2025 Q1	$224K	Sell	5,973 -18,437	-76%	-$764K	﹤0.01%	1440
2024 Q4	$1.07M	Buy	24,410 +3,082	+14%	+$143K	﹤0.01%	892
2024 Q3	$992K	Buy	21,328 +15,858	+290%	+$716K	﹤0.01%	894
2024 Q2	$238K	Buy	5,470 +347	+7%	+$16K	﹤0.01%	1506
2024 Q1	$252K	Buy	5,123 +781	+18%	+$37.1K	﹤0.01%	1446
2023 Q4	$209K	Sell	4,342 -11,719	-73%	-$503K	﹤0.01%	1479
2023 Q3	$670K	Buy	+16,061	New	+$678K	﹤0.01%	867

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Portfolio Solutions's CALF Position: Q4 2025 in Review

Envestnet Portfolio Solutions sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q4 2025, closing a stake of 5,091 shares — an estimated $223K sold.

Envestnet Portfolio Solutions first reported a position in CALF in Q3 2023 and held it in 8 quarters. The position peaked at $1.07M in Q4 2024. 402 funds tracked by Wall St. Rank hold CALF as of Q4 2025.

Envestnet Portfolio Solutions reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q4 2025 after selling out during the quarter.
Envestnet Portfolio Solutions sold 5,091 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2025, an estimated $223K.
Envestnet Portfolio Solutions first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2023 and held it in 8 quarters.
Envestnet Portfolio Solutions's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.07M in Q4 2024.
402 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2025, filed 6 Feb 2026.