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LRI Investments’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

LRI Investments’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
2026
Q1 		– Sell
-40
Closed -$1.77K – 1424
2025
Q4 		$1.77K Buy
+40
New +$1.76K ﹤0.01% 1217

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 $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LRI Investments's CALF Position: Q1 2026 in Review

LRI Investments sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2026, closing a stake of 40 shares — an estimated $1.77K sold.

LRI Investments first reported a position in CALF in Q4 2025 and held it in 1 quarter. The position peaked at $1.77K in Q4 2025. 390 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

  • LRI Investments reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2026 after selling out during the quarter.
  • LRI Investments sold 40 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2026, an estimated $1.77K.
  • LRI Investments first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2025 and held it in 1 quarter.
  • LRI Investments's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.77K in Q4 2025.
  • 390 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on LRI Investments's 13F filing for Q1 2026, filed 30 Apr 2026.