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Lokken Investment Group’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Lokken Investment Group’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
-31,713
Closed -$1.4M – 139
2024
Q4 		$1.4M Buy
31,713
+4,618
+17% +$214K 0.6% 42
2024
Q3 		$1.26M Buy
27,095
+1,982
+8% +$89.5K 0.53% 51
2024
Q2 		$1.09M Buy
25,113
+2,919
+13% +$134K 0.51% 51
2024
Q1 		$1.09M Sell
22,194
-561
-2% -$26.7K 0.54% 45
2023
Q4 		$1.09M Buy
+22,755
New +$977K 0.62% 37

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lokken Investment Group's CALF Position: Q1 2025 in Review

Lokken Investment Group sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2025, closing a stake of 31,713 shares — an estimated $1.4M sold.

Lokken Investment Group first reported a position in CALF in Q4 2023 and held it in 5 quarters. The position peaked at $1.4M in Q4 2024. 442 funds tracked by Wall St. Rank hold CALF as of Q1 2025.

  • Lokken Investment Group reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2025 after selling out during the quarter.
  • Lokken Investment Group sold 31,713 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2025, an estimated $1.4M.
  • Lokken Investment Group first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and held it in 5 quarters.
  • Lokken Investment Group's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.4M in Q4 2024.
  • 442 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2025.

Based on Lokken Investment Group's 13F filing for Q1 2025, filed 2 May 2025.