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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 San Francisco, California $501B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return