SPWG
CALF icon

Sage Private Wealth Group’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Sage Private Wealth Group’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
-8,288
Closed -$311K – 88
2025
Q1 		$311K Sell
8,288
-1,501
-15% -$62.2K 0.24% 65
2024
Q4 		$431K Sell
9,789
-1,272
-11% -$58.9K 0.32% 41
2024
Q3 		$514K Sell
11,061
-422,393
-97% -$19.1M 0.41% 33
2024
Q2 		$18.9M Buy
433,454
+61,174
+16% +$2.82M 15.89% 2
2024
Q1 		$18.3M Buy
372,280
+45,191
+14% +$2.15M 14.67% 1
2023
Q4 		$15.7M Sell
327,089
-22,785
-7% -$979K 14.02% 1
2023
Q3 		$14.6M Sell
349,874
-50,805
-13% -$2.14M 20.09% 1
2023
Q2 		$16.3M Sell
400,679
-13,300
-3% -$505K 22.22% 1
2023
Q1 		$15.8M Buy
413,979
+7,139
+2% +$275K 18.09% 2
2022
Q4 		$14.6M Sell
406,840
-13,090
-3% -$483K 17.36% 2
2022
Q3 		$13.6M Buy
419,930
+15,504
+4% +$563K 18.03% 2
2022
Q2 		$13.6M Sell
404,426
-12,509
-3% -$472K 19.59% 2
2022
Q1 		$16.7M Buy
+416,935
New +$17.1M 16.27% 2

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

Sage Private Wealth Group's CALF Position: Q2 2025 in Review

Sage Private Wealth Group sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2025, closing a stake of 8,288 shares — an estimated $311K sold.

Sage Private Wealth Group first reported a position in CALF in Q1 2022 and held it in 13 quarters. The position peaked at $18.9M in Q2 2024. 415 funds tracked by Wall St. Rank hold CALF as of Q2 2025.

  • Sage Private Wealth Group reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2025 after selling out during the quarter.
  • Sage Private Wealth Group sold 8,288 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2025, an estimated $311K.
  • Sage Private Wealth Group first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2022 and held it in 13 quarters.
  • Sage Private Wealth Group's Pacer US Small Cap Cash Cows 100 ETF position peaked at $18.9M in Q2 2024.
  • 415 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2025.

Based on Sage Private Wealth Group's 13F filing for Q2 2025, filed 29 Jul 2025.