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MB, Levis & Associates’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

MB, Levis & 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 		– Sell
-142
Closed -$6.25K – 285
2024
Q4 		$6.25K Hold
142
– – ﹤0.01% 210
2024
Q3 		$6.61K Hold
142
– – ﹤0.01% 211
2024
Q2 		$6.19K Hold
142
– – ﹤0.01% 212
2024
Q1 		$6.98K Buy
+142
New +$6.75K ﹤0.01% 202

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

MB, Levis & Associates's CALF Position: Q1 2025 in Review

MB, Levis & Associates sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2025, closing a stake of 142 shares — an estimated $6.25K sold.

MB, Levis & Associates first reported a position in CALF in Q1 2024 and held it in 4 quarters. The position peaked at $6.98K in Q1 2024. 442 funds tracked by Wall St. Rank hold CALF as of Q1 2025.

  • MB, Levis & Associates reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2025 after selling out during the quarter.
  • MB, Levis & Associates sold 142 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2025, an estimated $6.25K.
  • MB, Levis & Associates first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2024 and held it in 4 quarters.
  • MB, Levis & Associates's Pacer US Small Cap Cash Cows 100 ETF position peaked at $6.98K in Q1 2024.
  • 442 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2025.

Based on MB, Levis & Associates's 13F filing for Q1 2025, filed 7 May 2025.