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

USAdvisors 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
Q1 		– Sell
-8,524
Closed -$375K – 139
2024
Q4 		$375K Sell
8,524
-24,021
-74% -$1.11M 0.12% 92
2024
Q3 		$1.51M Buy
32,545
+2,011
+7% +$90.8K 0.53% 49
2024
Q2 		$1.33M Buy
30,534
+2,338
+8% +$108K 0.47% 53
2024
Q1 		$1.38M Buy
+28,196
New +$1.34M 0.52% 55
2023
Q2 		– Sell
-16,191
Closed -$616K – 105
2023
Q1 		$616K Buy
16,191
+170
+1% +$6.54K 0.29% 74
2022
Q4 		$576K Buy
16,021
+3,002
+23% +$111K 0.28% 75
2022
Q3 		$423K Buy
13,019
+867
+7% +$31.5K 0.22% 87
2022
Q2 		$409K Buy
12,152
+468
+4% +$17.6K 0.21% 88
2022
Q1 		$469K Buy
11,684
+5,179
+80% +$213K 0.2% 88
2021
Q4 		$278K Buy
+6,505
New +$286K 0.11% 100

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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

USAdvisors Wealth Management's CALF Position: Q1 2025 in Review

USAdvisors Wealth Management sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2025, closing a stake of 8,524 shares — an estimated $375K sold.

USAdvisors Wealth Management first reported a position in CALF in Q4 2021 and held it in 10 quarters. The position peaked at $1.51M in Q3 2024. 442 funds tracked by Wall St. Rank hold CALF as of Q1 2025.

  • USAdvisors Wealth Management reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2025 after selling out during the quarter.
  • USAdvisors Wealth Management sold 8,524 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2025, an estimated $375K.
  • USAdvisors Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2021 and held it in 10 quarters.
  • USAdvisors Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.51M in Q3 2024.
  • 442 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2025.

Based on USAdvisors Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.