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TCFG Wealth Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

TCFG Wealth Management’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
-7,167
Closed -$285K – 266
2025
Q2 		$285K Sell
7,167
-1,028
-13% -$38.5K 0.13% 195
2025
Q1 		$307K Sell
8,195
-8,683
-51% -$360K 0.15% 165
2024
Q4 		$743K Buy
16,878
+10,622
+170% +$492K 0.37% 75
2024
Q3 		$291K Buy
+6,256
New +$282K 0.15% 158

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 $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TCFG Wealth Management's CALF Position: Q3 2025 in Review

TCFG Wealth Management sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q3 2025, closing a stake of 7,167 shares — an estimated $285K sold.

TCFG Wealth Management first reported a position in CALF in Q3 2024 and held it in 4 quarters. The position peaked at $743K in Q4 2024. 402 funds tracked by Wall St. Rank hold CALF as of Q3 2025.

  • TCFG Wealth Management reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q3 2025 after selling out during the quarter.
  • TCFG Wealth Management sold 7,167 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2025, an estimated $285K.
  • TCFG Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2024 and held it in 4 quarters.
  • TCFG Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $743K 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 TCFG Wealth Management's 13F filing for Q3 2025, filed 18 Nov 2025.