Seneca House Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Seneca House 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	-211,531	Closed	-$7.93M	–	85
2025 Q1	$7.93M	Sell	211,531 -3,173	-1%	-$132K	3.38%	10
2024 Q4	$9.45M	Buy	214,704 +8,920	+4%	+$413K	3.74%	8
2024 Q3	$9.57M	Buy	205,784 +6,990	+4%	+$316K	4.03%	5
2024 Q2	$8.66M	Buy	198,794 +21,468	+12%	+$988K	3.76%	7
2024 Q1	$8.72M	Buy	177,326 +23,320	+15%	+$1.11M	3.79%	8
2023 Q4	$7.4M	Buy	154,006 +38,655	+34%	+$1.66M	3.42%	11
2023 Q3	$4.73M	Buy	+115,351	New	+$4.87M	2.46%	18

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Seneca House Advisors's CALF Position: Q2 2025 in Review

Seneca House Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2025, closing a stake of 211,531 shares — an estimated $7.93M sold.

Seneca House Advisors first reported a position in CALF in Q3 2023 and held it in 7 quarters. The position peaked at $9.57M in Q3 2024. 415 funds tracked by Wall St. Rank hold CALF as of Q2 2025.

Seneca House Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2025 after selling out during the quarter.
Seneca House Advisors sold 211,531 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2025, an estimated $7.93M.
Seneca House Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2023 and held it in 7 quarters.
Seneca House Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $9.57M in Q3 2024.
415 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2025.

Based on Seneca House Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.