SWP
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Sagespring Wealth Partners’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Sagespring Wealth Partners’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
-7,539
Closed -$283K – 712
2025
Q1 		$283K Sell
7,539
-13,775
-65% -$571K 0.01% 534
2024
Q4 		$938K Buy
+21,314
New +$986K 0.02% 231

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sagespring Wealth Partners's CALF Position: Q2 2025 in Review

Sagespring Wealth Partners sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2025, closing a stake of 7,539 shares — an estimated $283K sold.

Sagespring Wealth Partners first reported a position in CALF in Q4 2024 and held it in 2 quarters. The position peaked at $938K in Q4 2024. 415 funds tracked by Wall St. Rank hold CALF as of Q2 2025.

  • Sagespring Wealth Partners reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2025 after selling out during the quarter.
  • Sagespring Wealth Partners sold 7,539 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2025, an estimated $283K.
  • Sagespring Wealth Partners first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2024 and held it in 2 quarters.
  • Sagespring Wealth Partners's Pacer US Small Cap Cash Cows 100 ETF position peaked at $938K 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 Sagespring Wealth Partners's 13F filing for Q2 2025, filed 28 Jul 2025.