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

WealthShield 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 Q2	–	Sell	-329	Closed	-$12.3K	–	560
2025 Q1	$12.3K	Buy	329 +235	+250%	+$9.74K	﹤0.01%	474
2024 Q4	$4.14K	Buy	94 +1	+1%	+$46	﹤0.01%	464
2024 Q3	$4.36K	Hold	93	–	–	﹤0.01%	464
2024 Q2	$4.07K	Hold	93	–	–	﹤0.01%	441
2024 Q1	$4.58K	Buy	+93	New	+$4.42K	﹤0.01%	444
2023 Q3	–	Sell	-17	Closed	-$692	–	481
2023 Q2	$692	Sell	17 -2,483	-99%	-$94.3K	﹤0.01%	482
2023 Q1	$95.2K	Buy	+2,500	New	+$96.2K	0.02%	344

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WealthShield Partners's CALF Position: Q2 2025 in Review

WealthShield Partners sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2025, closing a stake of 329 shares — an estimated $12.3K sold.

WealthShield Partners first reported a position in CALF in Q1 2023 and held it in 7 quarters. The position peaked at $95.2K in Q1 2023. 415 funds tracked by Wall St. Rank hold CALF as of Q2 2025.

WealthShield Partners reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2025 after selling out during the quarter.
WealthShield Partners sold 329 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2025, an estimated $12.3K.
WealthShield Partners first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2023 and held it in 7 quarters.
WealthShield Partners's Pacer US Small Cap Cash Cows 100 ETF position peaked at $95.2K in Q1 2023.
415 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2025.

Based on WealthShield Partners's 13F filing for Q2 2025, filed 8 Aug 2025.