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Nvest Financial’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Nvest Financial’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
-26,610
Closed -$1.17M – 97
2024
Q4 		$1.17M Buy
26,610
+166
+0.6% +$7.68K 0.59% 49
2024
Q3 		$1.23M Buy
26,444
+5,366
+25% +$242K 0.7% 44
2024
Q2 		$918K Buy
+21,078
New +$970K 0.56% 47

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Nvest Financial's CALF Position: Q1 2025 in Review

Nvest Financial sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2025, closing a stake of 26,610 shares — an estimated $1.17M sold.

Nvest Financial first reported a position in CALF in Q2 2024 and held it in 3 quarters. The position peaked at $1.23M in Q3 2024. 441 funds tracked by Wall St. Rank hold CALF as of Q1 2025.

  • Nvest Financial reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2025 after selling out during the quarter.
  • Nvest Financial sold 26,610 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2025, an estimated $1.17M.
  • Nvest Financial first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2024 and held it in 3 quarters.
  • Nvest Financial's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.23M in Q3 2024.
  • 441 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2025.

Based on Nvest Financial's 13F filing for Q1 2025, filed 23 Apr 2025.