WWM
CALF icon

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

Western 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
2026
Q1 		$1.29M Sell
28,766
-5,907
-17% -$269K 0.05% 366
2025
Q4 		$1.54M Buy
34,673
+9,286
+37% +$408K 0.07% 264
2025
Q3 		$1.11M Sell
25,387
-3,503
-12% -$148K 0.06% 286
2025
Q2 		$1.15M Sell
28,890
-1,375
-5% -$51.5K 0.07% 246
2025
Q1 		$1.13M Buy
30,265
+3,222
+12% +$134K 0.08% 231
2024
Q4 		$1.19M Buy
27,043
+1,212
+5% +$56.1K 0.08% 220
2024
Q3 		$1.2M Sell
25,831
-418
-2% -$18.9K 0.07% 280
2024
Q2 		$1.14M Buy
26,249
+2,078
+9% +$95.7K 0.08% 208
2024
Q1 		$1.19M Buy
24,171
+917
+4% +$43.6K 0.09% 204
2023
Q4 		$1.12M Buy
23,254
+6,170
+36% +$265K 0.08% 255
2023
Q3 		$712K Buy
17,084
+8,064
+89% +$340K 0.06% 314
2023
Q2 		$367K Hold
9,020
– – 0.03% 452
2023
Q1 		$343K Buy
+9,020
New +$347K 0.03% 462

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 $376B 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 $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
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return