SVWAG
CALF icon

Sound View Wealth Advisors Group’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Sound View Wealth Advisors Group’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
-7,840
Closed -$345K – 414
2024
Q4 		$345K Sell
7,840
-1,840
-19% -$85.1K 0.03% 317
2024
Q3 		$450K Buy
9,680
+857
+10% +$38.7K 0.04% 268
2024
Q2 		$384K Buy
8,823
+4,003
+83% +$184K 0.04% 264
2024
Q1 		$237K Buy
4,820
+496
+11% +$23.6K 0.03% 337
2023
Q4 		$208K Buy
+4,324
New +$186K 0.02% 368
2023
Q1 		– Sell
-4,324
Closed -$208K – 372
2022
Q4 		$208K Buy
+4,324
New +$160K 0.02% 368

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