Oregon Pacific Wealth Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Oregon Pacific Wealth 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 Q3	–	Sell	-33,781	Closed	-$1.34M	–	140
2025 Q2	$1.34M	Sell	33,781 -1,652	-5%	-$61.9K	1.27%	15
2025 Q1	$1.33M	Sell	35,433 -3,047	-8%	-$126K	1.33%	16
2024 Q4	$1.69M	Buy	+38,480	New	+$1.78M	1.66%	14

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Oregon Pacific Wealth Management's CALF Position: Q3 2025 in Review

Oregon Pacific Wealth Management sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q3 2025, closing a stake of 33,781 shares — an estimated $1.34M sold.

Oregon Pacific Wealth Management first reported a position in CALF in Q4 2024 and held it in 3 quarters. The position peaked at $1.69M in Q4 2024. 402 funds tracked by Wall St. Rank hold CALF as of Q3 2025.

Oregon Pacific Wealth Management reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q3 2025 after selling out during the quarter.
Oregon Pacific Wealth Management sold 33,781 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2025, an estimated $1.34M.
Oregon Pacific Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2024 and held it in 3 quarters.
Oregon Pacific Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.69M in Q4 2024.
402 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2025.

Based on Oregon Pacific Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.