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

Optimum 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 		$74.4K Hold
1,700
– – 0.03% 295
2025
Q2 		$67.7K Hold
1,700
– – 0.03% 301
2025
Q1 		$63.8K Hold
1,700
– – 0.03% 305
2024
Q4 		$74.8K Hold
1,700
– – 0.03% 296
2024
Q3 		$79.1K Hold
1,700
– – 0.03% 304
2024
Q2 		$74.1K Hold
1,700
– – 0.03% 308
2024
Q1 		$83.6K Hold
1,700
– – 0.04% 290
2023
Q4 		$81.7K Buy
+1,700
New +$73K 0.04% 287

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

Optimum Investment Advisors's CALF Position: Q3 2025 in Review

Optimum Investment Advisors held its Pacer US Small Cap Cash Cows 100 ETF (CALF) position steady in Q3 2025 at 1,700 shares worth $74.4K. The position accounts for 0.03% of the portfolio, ranked #295.

Optimum Investment Advisors first reported a position in CALF in Q4 2023 and has held it in 8 quarters since. The position peaked at $83.6K in Q1 2024. 402 funds tracked by Wall St. Rank hold CALF as of Q3 2025.

  • Optimum Investment Advisors held 1,700 shares of Pacer US Small Cap Cash Cows 100 ETF worth $74.4K as of Q3 2025.
  • Optimum Investment Advisors left its Pacer US Small Cap Cash Cows 100 ETF share count unchanged in Q3 2025.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.03% of Optimum Investment Advisors's portfolio in Q3 2025, its #295 holding.
  • Optimum Investment Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and has held it in 8 quarters since.
  • Optimum Investment Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $83.6K in Q1 2024.
  • 402 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.