Summit Wealth Partners’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Summit Wealth Partners’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 Q3	–	Sell	-5,389	Closed	-$215K	–	214
2025 Q2	$215K	Sell	5,389 -31,852	-86%	-$1.19M	0.04%	208
2025 Q1	$1.4M	Sell	37,241 -17,933	-33%	-$744K	0.28%	63
2024 Q4	$2.43M	Buy	55,174 +6,031	+12%	+$279K	0.5%	43
2024 Q3	$2.29M	Buy	49,143 +4,739	+11%	+$214K	0.44%	47
2024 Q2	$1.93M	Buy	44,404 +22,510	+103%	+$1.04M	0.4%	51
2024 Q1	$1.08M	Buy	21,894 +12,065	+123%	+$574K	0.23%	73
2023 Q4	$472K	Buy	+9,829	New	+$422K	0.11%	123

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Summit Wealth Partners's CALF Position: Q3 2025 in Review

Summit Wealth Partners sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q3 2025, closing a stake of 5,389 shares — an estimated $215K sold.

Summit Wealth Partners first reported a position in CALF in Q4 2023 and held it in 7 quarters. The position peaked at $2.43M in Q4 2024. 402 funds tracked by Wall St. Rank hold CALF as of Q3 2025.

Summit Wealth Partners reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q3 2025 after selling out during the quarter.
Summit Wealth Partners sold 5,389 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2025, an estimated $215K.
Summit Wealth Partners first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and held it in 7 quarters.
Summit Wealth Partners's Pacer US Small Cap Cash Cows 100 ETF position peaked at $2.43M in Q4 2024.
402 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2025.

Based on Summit Wealth Partners's 13F filing for Q3 2025, filed 21 Oct 2025.