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Lion Street Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Lion Street 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
Q3 		– Sell
-7,642
Closed -$304K – 254
2025
Q2 		$304K Sell
7,642
-6,637
-46% -$249K 0.09% 215
2025
Q1 		$535K Sell
14,279
-3,389
-19% -$141K 0.17% 130
2024
Q4 		$778K Buy
17,668
+2,634
+18% +$122K 0.25% 92
2024
Q3 		$699K Sell
15,034
-680
-4% -$30.7K 0.24% 94
2024
Q2 		$685K Buy
15,714
+11,209
+249% +$516K 0.25% 86
2024
Q1 		$216K Hold
4,505
– – 0.09% 228
2023
Q4 		$216K Buy
+4,505
New +$193K 0.09% 228

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lion Street Advisors's CALF Position: Q3 2025 in Review

Lion Street Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q3 2025, closing a stake of 7,642 shares — an estimated $304K sold.

Lion Street Advisors first reported a position in CALF in Q4 2023 and held it in 7 quarters. The position peaked at $778K in Q4 2024. 402 funds tracked by Wall St. Rank hold CALF as of Q3 2025.

  • Lion Street Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Lion Street Advisors sold 7,642 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2025, an estimated $304K.
  • Lion Street Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and held it in 7 quarters.
  • Lion Street Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $778K in Q4 2024.
  • 402 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.