GRP
CALF icon

Global Retirement Partners’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Global Retirement Partners’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
Q4 		$1.58M Sell
35,565
-2,994
-8% -$132K 0.03% 505
2025
Q3 		$1.69M Buy
38,559
+1,435
+4% +$60.5K 0.04% 398
2025
Q2 		$1.48M Buy
+37,124
New +$1.39M 0.04% 403
2024
Q4 		$416K Sell
9,463
-1,171
-11% -$54.2K 0.01% 691
2024
Q3 		$495K Buy
10,634
+1,114
+12% +$50.3K 0.01% 633
2024
Q2 		$415K Buy
9,520
+5,048
+113% +$232K 0.01% 656
2024
Q1 		$220K Buy
4,472
+1,686
+61% +$80.2K 0.01% 760
2023
Q4 		$128K Buy
2,786
+666
+31% +$28.6K 0.01% 928
2023
Q3 		$85.9K Buy
2,120
+884
+72% +$37.3K ﹤0.01% 1002
2023
Q2 		$50.3K Buy
+1,236
New +$46.9K ﹤0.01% 1273

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 $376B AUM 19.32% 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 $501B 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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return