SAM
CALF icon

Secure Asset Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Secure Asset 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
Q1 		– Sell
-30,867
Closed -$1.36M – 315
2024
Q4 		$1.36M Buy
30,867
+8,522
+38% +$394K 0.21% 113
2024
Q3 		$1.04M Sell
22,345
-2,174
-9% -$98.2K 0.18% 131
2024
Q2 		$1.07M Buy
+24,519
New +$1.13M 0.2% 114
2021
Q2 		– Sell
-7,502
Closed -$308K – 190
2021
Q1 		$308K Buy
+7,502
New +$283K 0.17% 125

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Secure Asset Management's CALF Position: Q1 2025 in Review

Secure Asset Management sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2025, closing a stake of 30,867 shares — an estimated $1.36M sold.

Secure Asset Management first reported a position in CALF in Q1 2021 and held it in 4 quarters. The position peaked at $1.36M in Q4 2024. 441 funds tracked by Wall St. Rank hold CALF as of Q1 2025.

  • Secure Asset Management reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2025 after selling out during the quarter.
  • Secure Asset Management sold 30,867 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2025, an estimated $1.36M.
  • Secure Asset Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2021 and held it in 4 quarters.
  • Secure Asset Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.36M in Q4 2024.
  • 441 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2025.

Based on Secure Asset Management's 13F filing for Q1 2025, filed 10 Apr 2025.