MTM Investment Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

MTM Investment Management’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	-63,267	Closed	-$2.78M	–	282
2024 Q4	$2.78M	Sell	63,267 -3,152	-5%	-$146K	1.07%	24
2024 Q3	$3.09M	Sell	66,419 -14,529	-18%	-$656K	1.2%	22
2024 Q2	$3.53M	Buy	80,948 +6,253	+8%	+$288K	1.45%	14
2024 Q1	$3.67M	Buy	74,695 +21,608	+41%	+$1.03M	1.51%	14
2023 Q4	$2.55M	Buy	53,087 +10,655	+25%	+$458K	1.17%	22
2023 Q3	$1.77M	Buy	42,432 +15,739	+59%	+$664K	0.89%	29
2023 Q2	$1.09M	Buy	26,693 +2,474	+10%	+$93.9K	0.53%	56
2023 Q1	$922K	Buy	24,219 +5,369	+28%	+$207K	0.47%	60
2022 Q4	$678K	Buy	18,850 +15,661	+491%	+$578K	0.35%	81
2022 Q3	$104K	Buy	+3,189	New	+$116K	0.06%	189

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MTM Investment Management's CALF Position: Q1 2025 in Review

MTM Investment Management sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2025, closing a stake of 63,267 shares — an estimated $2.78M sold.

MTM Investment Management first reported a position in CALF in Q3 2022 and held it in 10 quarters. The position peaked at $3.67M in Q1 2024. 441 funds tracked by Wall St. Rank hold CALF as of Q1 2025.

MTM Investment Management reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2025 after selling out during the quarter.
MTM Investment Management sold 63,267 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2025, an estimated $2.78M.
MTM Investment Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2022 and held it in 10 quarters.
MTM Investment Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $3.67M in Q1 2024.
441 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2025.

Based on MTM Investment Management's 13F filing for Q1 2025, filed 1 May 2025.