SHJ
CALF icon

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
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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 $564B 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 $431B AUM 30.22% 1-Year Est. Return