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

IronOak Wealth’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 Q2	$1.15M	Buy	+28,854	New	+$1.08M	1.12%	40

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

IronOak Wealth's CALF Position: Q2 2025 in Review

IronOak Wealth opened a new position in Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2025: 28,854 shares worth $1.15M. The stake represents 1.12% of the portfolio and ranks #40 among its holdings.

415 funds tracked by Wall St. Rank hold CALF as of Q2 2025.

IronOak Wealth held 28,854 shares of Pacer US Small Cap Cash Cows 100 ETF worth $1.15M as of Q2 2025.
Pacer US Small Cap Cash Cows 100 ETF was a new IronOak Wealth position in Q2 2025.
Pacer US Small Cap Cash Cows 100 ETF made up 1.12% of IronOak Wealth's portfolio in Q2 2025, its #40 holding.
415 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2025.

Based on IronOak Wealth's 13F filing for Q2 2025, filed 14 Jul 2025.