CALF β€” PACER US SMALL CAP CASH COWS 100 ETF

Ownership history in BlueStem Wealth Partners, LLC  Β·  5 quarters on record

AI Ownership Summary

BlueStem Wealth Partners, LLC reported PACER US SMALL CAP CASH COWS 100 ETF (CALF) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 2.26% in 2024 Q4. The latest visible filing shows CALF at 1.69% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CALF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BlueStem Wealth Partners, LLC's position in PACER US SMALL CAP CASH COWS 100 ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CALF was reported at 1.69% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.26% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BlueStem Wealth Partners, LLC held CALF β€” position size vs. price
% of Fund (quarterly)    CALF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 345,837 +107,047 +44.8% 1.69% $15.3M 2026-02-14 (Est.) $46.36
2025 Q3 REDUCED 238,790 -35,394 -12.9% 1.20% $10.5M 2025-11-12 $43.62
2025 Q2 ADDED 274,184 +69,463 +33.9% 1.34% $10.9M 2025-08-12 $40.82
2025 Q1 REDUCED 204,721 -186,766 -47.7% 1.05% $7.7M 2025-05-07 $36.20
2024 Q4 INITIATED 391,487 β€” β€” 2.26% $17.2M 2025-02-05 $42.93

FAQ About BlueStem Wealth Partners, LLC and CALF

These are the practical questions this page is built to answer before you even open the full history table.

How long has BlueStem Wealth Partners, LLC reported owning CALF?

BlueStem Wealth Partners, LLC reported CALF across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported CALF position in BlueStem Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for CALF was 2.26% in 2024 Q4.

What is the latest reported CALF position on this page?

The most recent filing on this page is 2025 Q4, when BlueStem Wealth Partners, LLC reported 345,837 shares, equal to 1.69% of portfolio, with an estimated market value of $15.3M.

What does the chart on this CALF ownership page compare?

The chart compares BlueStem Wealth Partners, LLC's quarterly CALF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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