Sharkey, Howes & Javer’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Sharkey, Howes & Javer’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	-17,964	Closed	-$791K	–	152
2024 Q4	$791K	Sell	17,964 -5,786	-24%	-$268K	0.11%	91
2024 Q3	$1.1M	Sell	23,750 -2,866	-11%	-$129K	0.16%	79
2024 Q2	$1.16M	Sell	26,616 -215,670	-89%	-$9.93M	0.19%	65
2024 Q1	$11.9M	Buy	242,286 +60,791	+33%	+$2.89M	1.95%	10
2023 Q4	$8.72M	Sell	181,495 -12,503	-6%	-$537K	1.54%	13
2023 Q3	$8.09M	Sell	193,998 -5,225	-3%	-$221K	1.55%	12
2023 Q2	$8.11M	Buy	199,223 +28,633	+17%	+$1.09M	1.53%	16
2023 Q1	$6.49M	Buy	+170,590	New	+$6.57M	1.39%	15

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

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

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

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

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

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sharkey, Howes & Javer's CALF Position: Q1 2025 in Review

Sharkey, Howes & Javer sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2025, closing a stake of 17,964 shares — an estimated $791K sold.

Sharkey, Howes & Javer first reported a position in CALF in Q1 2023 and held it in 8 quarters. The position peaked at $11.9M in Q1 2024. 441 funds tracked by Wall St. Rank hold CALF as of Q1 2025.

Sharkey, Howes & Javer reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2025 after selling out during the quarter.
Sharkey, Howes & Javer sold 17,964 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2025, an estimated $791K.
Sharkey, Howes & Javer first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2023 and held it in 8 quarters.
Sharkey, Howes & Javer's Pacer US Small Cap Cash Cows 100 ETF position peaked at $11.9M in Q1 2024.
441 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2025.

Based on Sharkey, Howes & Javer's 13F filing for Q1 2025, filed 30 Apr 2025.