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 Q2	$1.26M	Hold	24,817	–	–	0.15%	72
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 $1.55T 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

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

Evolution Wealth Advisors held its Pacer US Small Cap Cash Cows 100 ETF (CALF) position steady in Q2 2026 at 24,817 shares worth $1.26M. The position accounts for 0.15% of the portfolio, ranked #72.

Evolution Wealth Advisors first reported a position in CALF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.82M in Q1 2024. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Evolution Wealth Advisors held 24,817 shares of Pacer US Small Cap Cash Cows 100 ETF worth $1.26M as of Q2 2026.
Evolution Wealth Advisors 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 0.15% of Evolution Wealth Advisors's portfolio in Q2 2026, its #72 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 12 quarters since.
Evolution Wealth Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.82M in Q1 2024.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Evolution Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.