Indiana Trust & Investment Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Indiana Trust & 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 Q4	–	Sell	-90	Closed	-$3.94K	–	481
2025 Q3	$3.94K	Hold	90	–	–	﹤0.01%	426
2025 Q2	$3.58K	Hold	90	–	–	﹤0.01%	444
2025 Q1	$3.38K	Hold	90	–	–	﹤0.01%	435
2024 Q4	$3.96K	Hold	90	–	–	﹤0.01%	439
2024 Q3	$4.19K	Hold	90	–	–	﹤0.01%	450
2024 Q2	$3.92K	Hold	90	–	–	﹤0.01%	422
2024 Q1	$4.42K	Hold	90	–	–	﹤0.01%	431
2023 Q4	$4.32K	Buy	+90	New	+$3.87K	﹤0.01%	400

Other funds holding CALF

Bank of America

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 $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 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 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