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

Evolution 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 Q1	$1.11M	Hold	24,817	–	–	0.11%	71
2025 Q4	$1.1M	Sell	24,817 -1,060	-4%	-$46.6K	0.11%	70
2025 Q3	$1.13M	Sell	25,877 -1,500	-5%	-$63.3K	0.15%	70
2025 Q2	$1.09M	Sell	27,377 -1	-0%	-$37	0.16%	69
2025 Q1	$1.03M	Sell	27,378 -8,168	-23%	-$339K	0.17%	63
2024 Q4	$1.56M	Sell	35,546 -154	-0.4%	-$7.13K	0.26%	52
2024 Q3	$1.66M	Buy	35,700 +191	+0.5%	+$8.63K	0.3%	50
2024 Q2	$1.55M	Sell	35,509 -1,510	-4%	-$69.5K	0.3%	49
2024 Q1	$1.82M	Buy	37,019 +5,427	+17%	+$258K	0.35%	46
2023 Q4	$1.52M	Buy	31,592 +6,762	+27%	+$290K	0.31%	47
2023 Q3	$1.04M	Buy	+24,830	New	+$1.05M	0.23%	51

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Evolution Wealth Advisors's CALF Position: Q1 2026 in Review

Evolution Wealth Advisors held its Pacer US Small Cap Cash Cows 100 ETF (CALF) position steady in Q1 2026 at 24,817 shares worth $1.11M. The position accounts for 0.11% of the portfolio, ranked #71.

Evolution Wealth Advisors first reported a position in CALF in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.82M in Q1 2024. 389 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

Evolution Wealth Advisors held 24,817 shares of Pacer US Small Cap Cash Cows 100 ETF worth $1.11M as of Q1 2026.
Evolution Wealth Advisors left its Pacer US Small Cap Cash Cows 100 ETF share count unchanged in Q1 2026.
Pacer US Small Cap Cash Cows 100 ETF made up 0.11% of Evolution Wealth Advisors's portfolio in Q1 2026, its #71 holding.
Evolution Wealth Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2023 and has held it in 11 quarters since.
Evolution Wealth Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.82M in Q1 2024.
389 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on Evolution Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.