LWM
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Laidlaw Wealth Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Laidlaw Wealth 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
Q1 		– Sell
-22,444
Closed -$988K – 68
2024
Q4 		$988K Sell
22,444
-4,766
-18% -$221K 0.43% 66
2024
Q3 		$1.27M Buy
+27,210
New +$1.23M 0.63% 50

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 $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Laidlaw Wealth Management's CALF Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2025, closing a stake of 22,444 shares — an estimated $988K sold.

Laidlaw Wealth Management first reported a position in CALF in Q3 2024 and held it in 2 quarters. The position peaked at $1.27M in Q3 2024. 441 funds tracked by Wall St. Rank hold CALF as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 22,444 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2025, an estimated $988K.
  • Laidlaw Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2024 and held it in 2 quarters.
  • Laidlaw Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.27M in Q3 2024.
  • 441 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.