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Legacy Investment Solutions’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Legacy Investment Solutions’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 		$112K Buy
+2,822
New +$106K 0.06% 105
2024
Q4 		$510 Hold
12
– – ﹤0.01% 662
2024
Q3 		$569 Buy
+12
New +$542 ﹤0.01% 599

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Investment Solutions's CALF Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2025: 2,822 shares worth $112K. The stake represents 0.06% of the portfolio and ranks #105 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in CALF as recently as Q4 2024.

Legacy Investment Solutions first reported a position in CALF in Q3 2024 and has held it in 3 quarters since. 415 funds tracked by Wall St. Rank hold CALF as of Q2 2025.

  • Legacy Investment Solutions held 2,822 shares of Pacer US Small Cap Cash Cows 100 ETF worth $112K as of Q2 2025.
  • Pacer US Small Cap Cash Cows 100 ETF was a new Legacy Investment Solutions position in Q2 2025.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.06% of Legacy Investment Solutions's portfolio in Q2 2025, its #105 holding.
  • Legacy Investment Solutions first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2024 and has held it in 3 quarters since.
  • 415 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.