Jones Financial Companies
CALF icon

Jones Financial Companies’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Jones Financial Companies’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
Q1 		$36.6M Buy
832,598
+54,600
+7% +$2.48M 0.02% 426
2025
Q4 		$34.5M Sell
777,998
-6,055
-0.8% -$266K 0.02% 236
2025
Q3 		$34.6M Buy
784,053
+49,638
+7% +$2.09M 0.02% 206
2025
Q2 		$29.3M Sell
734,415
-13,434
-2% -$503K 0.02% 205
2025
Q1 		$28M Buy
747,849
+71,826
+11% +$2.98M 0.03% 171
2024
Q4 		$29.8M Buy
676,023
+207,154
+44% +$9.59M 0.03% 131
2024
Q3 		$21.7M Buy
468,869
+215,858
+85% +$9.75M 0.02% 129
2024
Q2 		$11M Buy
253,011
+130,987
+107% +$6.03M 0.01% 141
2024
Q1 		$6M Buy
122,024
+107,094
+717% +$5.09M 0.01% 141
2023
Q4 		$717K Buy
+14,930
New +$641K ﹤0.01% 221

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Wells Fargo
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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