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Waverly Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Waverly Advisors’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
2026
Q1 		$250K Sell
5,567
-657
-11% -$29.9K ﹤0.01% 1399
2025
Q4 		$276K Buy
+6,224
New +$274K ﹤0.01% 1251

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Waverly Advisors's CALF Position: Q1 2026 in Review

Waverly Advisors reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 11% in Q1 2026, selling an estimated $29.9K and leaving 5,567 shares worth $250K. The position accounts for ﹤0.01% of the portfolio, ranked #1399.

Waverly Advisors first reported a position in CALF in Q4 2025 and has held it in 2 quarters since. The position peaked at $276K in Q4 2025. 389 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

  • Waverly Advisors held 5,567 shares of Pacer US Small Cap Cash Cows 100 ETF worth $250K as of Q1 2026.
  • Waverly Advisors sold 657 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2026, an estimated $29.9K.
  • Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1399 holding.
  • Waverly Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2025 and has held it in 2 quarters since.
  • Waverly Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $276K in Q4 2025.
  • 389 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.