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Napa Wealth Management’s Pacer US Small Cap Cash Cows Growth Leaders ETF CAFG Stock Holding History

Napa Wealth Management’s Portfolio CAFG Stock Details CAFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$238K Sell
9,164
-19,348
-68% -$488K 0.11% 129
2025
Q2 		$698K Buy
28,512
+3,262
+13% +$76.8K 0.33% 69
2025
Q1 		$610K Buy
25,250
+6,353
+34% +$159K 0.34% 81
2024
Q4 		$481K Buy
+18,897
New +$493K 0.21% 130

Other funds holding CAFG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
CAL
Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

Napa Wealth Management's CAFG Position: Q3 2025 in Review

Napa Wealth Management reduced its Pacer US Small Cap Cash Cows Growth Leaders ETF (CAFG) stake by 68% in Q3 2025, selling an estimated $488K and leaving 9,164 shares worth $238K. The position accounts for 0.11% of the portfolio, ranked #129.

Napa Wealth Management first reported a position in CAFG in Q4 2024 and has held it in 4 quarters since. The position peaked at $698K in Q2 2025. 15 funds tracked by Wall St. Rank hold CAFG as of Q3 2025.

  • Napa Wealth Management held 9,164 shares of Pacer US Small Cap Cash Cows Growth Leaders ETF worth $238K as of Q3 2025.
  • Napa Wealth Management sold 19,348 Pacer US Small Cap Cash Cows Growth Leaders ETF shares in Q3 2025, an estimated $488K.
  • Pacer US Small Cap Cash Cows Growth Leaders ETF made up 0.11% of Napa Wealth Management's portfolio in Q3 2025, its #129 holding.
  • Napa Wealth Management first reported a position in Pacer US Small Cap Cash Cows Growth Leaders ETF in Q4 2024 and has held it in 4 quarters since.
  • Napa Wealth Management's Pacer US Small Cap Cash Cows Growth Leaders ETF position peaked at $698K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows Growth Leaders ETF as of Q3 2025.

Based on Napa Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.