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True Wealth Design’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

True Wealth Design’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
Q4 		– Sell
-250
Closed -$10.9K – 2609
2025
Q3 		$10.9K Buy
+250
New +$10.5K ﹤0.01% 800

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

True Wealth Design's CALF Position: Q4 2025 in Review

True Wealth Design sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q4 2025, closing a stake of 250 shares — an estimated $10.9K sold.

True Wealth Design first reported a position in CALF in Q3 2025 and held it in 1 quarter. The position peaked at $10.9K in Q3 2025. 401 funds tracked by Wall St. Rank hold CALF as of Q4 2025.

  • True Wealth Design reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 250 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2025, an estimated $10.9K.
  • True Wealth Design first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2025 and held it in 1 quarter.
  • True Wealth Design's Pacer US Small Cap Cash Cows 100 ETF position peaked at $10.9K in Q3 2025.
  • 401 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.