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

Kingswood Wealth Advisors’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	–	Sell	-5,411	Closed	-$203K	–	752
2025 Q1	$203K	Sell	5,411 -7,969	-60%	-$330K	0.02%	681
2024 Q4	$589K	Sell	13,380 -5,881	-31%	-$272K	0.04%	395
2024 Q3	$896K	Sell	19,261 -3,911	-17%	-$177K	0.06%	322
2024 Q2	$1.01M	Buy	23,172 +3,504	+18%	+$161K	0.09%	230
2024 Q1	$967K	Buy	+19,668	New	+$935K	0.11%	212

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 22.9% 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

Kingswood Wealth Advisors's CALF Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2025, closing a stake of 5,411 shares — an estimated $203K sold.

Kingswood Wealth Advisors first reported a position in CALF in Q1 2024 and held it in 5 quarters. The position peaked at $1.01M in Q2 2024. 416 funds tracked by Wall St. Rank hold CALF as of Q2 2025.

Kingswood Wealth Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2025 after selling out during the quarter.
Kingswood Wealth Advisors sold 5,411 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2025, an estimated $203K.
Kingswood Wealth Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2024 and held it in 5 quarters.
Kingswood Wealth Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.01M in Q2 2024.
416 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.