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Wealthspire Advisors (New York)’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Wealthspire Advisors (New York)’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
-5,328
Closed -$233K – 1309
2025
Q3 		$233K Buy
+5,328
New +$225K ﹤0.01% 746
2025
Q2 		– Sell
-5,714
Closed -$214K – 849
2025
Q1 		$214K Buy
5,714
+26
+0.5% +$1.08K ﹤0.01% 724
2024
Q4 		$250K Buy
+5,688
New +$263K ﹤0.01% 686

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 $445B AUM 25.58% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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 $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s CALF Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q4 2025, closing a stake of 5,328 shares — an estimated $233K sold.

Wealthspire Advisors (New York) first reported a position in CALF in Q4 2024 and held it in 3 quarters. The position peaked at $250K in Q4 2024. 400 funds tracked by Wall St. Rank hold CALF as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 5,328 Pacer US Small Cap Cash Cows 100 ETF shares in Q4 2025, an estimated $233K.
  • Wealthspire Advisors (New York) first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2024 and held it in 3 quarters.
  • Wealthspire Advisors (New York)'s Pacer US Small Cap Cash Cows 100 ETF position peaked at $250K in Q4 2024.
  • 400 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.