Evergreen Capital Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Evergreen Capital Management’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
2026 Q2	$367K	Hold	7,245	–	–	0.01%	1088
2026 Q1	$325K	Hold	7,245	–	–	0.01%	1067
2025 Q4	$324K	Hold	7,245	–	–	0.01%	990
2025 Q3	$317K	Hold	7,245	–	–	0.01%	931
2025 Q2	$288K	Buy	+7,245	New	+$271K	0.01%	829

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 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

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 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Evergreen Capital Management's CALF Position: Q2 2026 in Review

Evergreen Capital Management held its Pacer US Small Cap Cash Cows 100 ETF (CALF) position steady in Q2 2026 at 7,245 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #1088.

Evergreen Capital Management first reported a position in CALF in Q2 2025 and has held it in 5 quarters since. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Evergreen Capital Management held 7,245 shares of Pacer US Small Cap Cash Cows 100 ETF worth $367K as of Q2 2026.
Evergreen Capital Management left its Pacer US Small Cap Cash Cows 100 ETF share count unchanged in Q2 2026.
Pacer US Small Cap Cash Cows 100 ETF made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1088 holding.
Evergreen Capital Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2025 and has held it in 5 quarters since.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.