FAIM
CALF icon

Financial Advocates Investment Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Financial Advocates Investment 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
2025
Q3 		$775K Sell
17,700
-27,857
-61% -$1.17M 0.44% 61
2025
Q2 		$1.81M Sell
45,557
-2,745
-6% -$103K 0.15% 140
2025
Q1 		$1.81M Sell
48,302
-9,320
-16% -$386K 0.13% 182
2024
Q4 		$2.54M Sell
57,622
-1,673
-3% -$77.4K 0.14% 153
2024
Q3 		$2.67M Sell
59,295
-410
-0.7% -$18.5K 0.15% 144
2024
Q2 		$2.6M Buy
59,705
+3,614
+6% +$166K 0.16% 142
2024
Q1 		$2.76M Buy
56,091
+5,557
+11% +$264K 0.16% 140
2023
Q4 		$2.43M Buy
50,534
+17,158
+51% +$737K 0.16% 145
2023
Q3 		$1.39M Buy
33,376
+21,120
+172% +$892K 0.1% 217
2023
Q2 		$499K Buy
12,256
+1,113
+10% +$42.3K 0.04% 410
2023
Q1 		$424K Buy
11,143
+248
+2% +$9.55K 0.03% 466
2022
Q4 		$392K Buy
+10,895
New +$402K 0.03% 499
2022
Q3 		– Sell
-35,598
Closed -$1.2M – 757
2022
Q2 		$1.2M Sell
35,598
-15,368
-30% -$579K 0.1% 235
2022
Q1 		$2.04M Buy
50,966
+14,897
+41% +$612K 0.13% 187
2021
Q4 		$1.54M Buy
36,069
+31,161
+635% +$1.37M 0.1% 240
2021
Q3 		$208K Sell
4,908
-468
-9% -$20.2K 0.01% 697
2021
Q2 		$240K Buy
+5,376
New +$231K 0.02% 657
2018
Q4 		– Sell
-200
Closed -$6K – 435
2018
Q3 		$6K Buy
+200
New +$5.87K ﹤0.01% 499

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's CALF Position: Q3 2025 in Review

Financial Advocates Investment Management reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 61% in Q3 2025, selling an estimated $1.17M and leaving 17,700 shares worth $775K. The position accounts for 0.44% of the portfolio, ranked #61.

Financial Advocates Investment Management first reported a position in CALF in Q3 2018 and has held it in 18 quarters since. The position peaked at $2.76M in Q1 2024. 402 funds tracked by Wall St. Rank hold CALF as of Q3 2025.

  • Financial Advocates Investment Management held 17,700 shares of Pacer US Small Cap Cash Cows 100 ETF worth $775K as of Q3 2025.
  • Financial Advocates Investment Management sold 27,857 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2025, an estimated $1.17M.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.44% of Financial Advocates Investment Management's portfolio in Q3 2025, its #61 holding.
  • Financial Advocates Investment Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2018 and has held it in 18 quarters since.
  • Financial Advocates Investment Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $2.76M in Q1 2024.
  • 402 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.