LA
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Lane & Associates’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Lane & Associates’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 		$2.38M Buy
63,531
+4,888
+8% +$203K 1.28% 21
2024
Q4 		$2.59M Buy
58,643
+7,275
+14% +$337K 1.34% 18
2024
Q3 		$2.39M Buy
51,368
+8,968
+21% +$405K 1.3% 21
2024
Q2 		$1.85M Buy
42,400
+22,585
+114% +$1.04M 1.09% 24
2024
Q1 		$974K Buy
+19,815
New +$942K 0.61% 40

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

Lane & Associates's CALF Position: Q1 2025 in Review

Lane & Associates increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 8.3% in Q1 2025, buying an estimated $203K and bringing the position to 63,531 shares worth $2.38M. The position accounts for 1.28% of the portfolio, ranked #21.

Lane & Associates first reported a position in CALF in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.59M in Q4 2024. 441 funds tracked by Wall St. Rank hold CALF as of Q1 2025.

  • Lane & Associates held 63,531 shares of Pacer US Small Cap Cash Cows 100 ETF worth $2.38M as of Q1 2025.
  • Lane & Associates bought 4,888 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2025, an estimated $203K.
  • Pacer US Small Cap Cash Cows 100 ETF made up 1.28% of Lane & Associates's portfolio in Q1 2025, its #21 holding.
  • Lane & Associates first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2024 and has held it in 5 quarters since.
  • Lane & Associates's Pacer US Small Cap Cash Cows 100 ETF position peaked at $2.59M in Q4 2024.
  • 441 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.