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Mount Yale Investment Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Mount Yale Investment 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
-1,117
Closed -$44.5K – 808
2025
Q2 		$44.5K Buy
+1,117
New +$41.8K ﹤0.01% 848

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mount Yale Investment Advisors's CALF Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q3 2025, closing a stake of 1,117 shares — an estimated $44.5K sold.

Mount Yale Investment Advisors first reported a position in CALF in Q2 2025 and held it in 1 quarter. The position peaked at $44.5K in Q2 2025. 402 funds tracked by Wall St. Rank hold CALF as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,117 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2025, an estimated $44.5K.
  • Mount Yale Investment Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $44.5K in Q2 2025.
  • 402 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.