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

Panoramic 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
Q2 		– Sell
-12,410
Closed -$465K – 122
2025
Q1 		$465K Buy
12,410
+530
+4% +$22K 0.31% 66
2024
Q4 		$523K Buy
11,880
+2,161
+22% +$100K 0.34% 64
2024
Q3 		$452K Buy
+9,719
New +$439K 0.31% 70
2024
Q1 		$396K Buy
+8,065
New +$383K 0.29% 69

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Panoramic Investment Advisors's CALF Position: Q2 2025 in Review

Panoramic Investment Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2025, closing a stake of 12,410 shares — an estimated $465K sold.

Panoramic Investment Advisors first reported a position in CALF in Q1 2024 and held it in 4 quarters. The position peaked at $523K in Q4 2024. 415 funds tracked by Wall St. Rank hold CALF as of Q2 2025.

  • Panoramic Investment Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2025 after selling out during the quarter.
  • Panoramic Investment Advisors sold 12,410 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2025, an estimated $465K.
  • Panoramic Investment Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2024 and held it in 4 quarters.
  • Panoramic Investment Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $523K in Q4 2024.
  • 415 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2025.

Based on Panoramic Investment Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.