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

Pacific Capital Wealth 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	–	Sell	-53,635	Closed	-$2.19M	–	80
2025 Q2	$2.19M	Sell	53,635 -320	-0.6%	-$12K	0.4%	25
2025 Q1	$2.02M	Buy	53,955 +1	+0%	+$41	0.35%	30
2024 Q4	$2.37M	Sell	53,954 -10,499	-16%	-$486K	0.4%	29
2024 Q3	$3M	Buy	64,453 +64,264	+34,002%	+$2.9M	0.5%	24
2024 Q2	$8.23K	Buy	+189	New	+$8.7K	﹤0.01%	336

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pacific Capital Wealth Advisors's CALF Position: Q3 2025 in Review

Pacific Capital Wealth Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q3 2025, closing a stake of 53,635 shares — an estimated $2.19M sold.

Pacific Capital Wealth Advisors first reported a position in CALF in Q2 2024 and held it in 5 quarters. The position peaked at $3M in Q3 2024. 402 funds tracked by Wall St. Rank hold CALF as of Q3 2025.

Pacific Capital Wealth Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q3 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 53,635 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2025, an estimated $2.19M.
Pacific Capital Wealth Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2024 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $3M in Q3 2024.
402 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.