EverSource Wealth Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

EverSource Wealth 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
2026 Q2	$3.05M	Sell	60,332 -8,107	-12%	-$391K	0.1%	168
2026 Q1	$3.07M	Sell	68,439 -13,866	-17%	-$631K	0.09%	164
2025 Q4	$3.65M	Sell	82,305 -4,844	-6%	-$213K	0.13%	124
2025 Q3	$3.82M	Sell	87,149 -724	-0.8%	-$30.5K	0.15%	124
2025 Q2	$3.5M	Buy	87,873 +6,968	+9%	+$261K	0.16%	120
2025 Q1	$3.03M	Buy	80,905 +2,897	+4%	+$120K	0.17%	117
2024 Q4	$3.43M	Buy	78,008 +2,173	+3%	+$101K	0.19%	107
2024 Q3	$3.53M	Sell	75,835 -740	-1%	-$33.4K	0.22%	97
2024 Q2	$3.72M	Buy	76,575 +3,033	+4%	+$140K	0.25%	87
2024 Q1	$3.37M	Buy	73,542 +15,463	+27%	+$735K	0.27%	86
2023 Q4	$2.79M	Buy	58,079 +15,206	+35%	+$653K	0.26%	89
2023 Q3	$1.79M	Buy	42,873 +19,406	+83%	+$819K	0.19%	113
2023 Q2	$955K	Buy	23,467 +5,994	+34%	+$228K	0.11%	161
2023 Q1	$665K	Buy	17,473 +16,171	+1,242%	+$622K	0.08%	183
2022 Q4	$46.8K	Buy	+1,302	New	+$48K	0.01%	786

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

EverSource Wealth Advisors's CALF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 12% in Q2 2026, selling an estimated $391K and leaving 60,332 shares worth $3.05M. The position accounts for 0.1% of the portfolio, ranked #168.

EverSource Wealth Advisors first reported a position in CALF in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.82M in Q3 2025. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

EverSource Wealth Advisors held 60,332 shares of Pacer US Small Cap Cash Cows 100 ETF worth $3.05M as of Q2 2026.
EverSource Wealth Advisors sold 8,107 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $391K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.1% of EverSource Wealth Advisors's portfolio in Q2 2026, its #168 holding.
EverSource Wealth Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $3.82M in Q3 2025.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.