CALF — PACER FDS TR

Ownership history in Clarus Wealth Advisors  ·  5 quarters on record

This page tracks every 13F SEC filing in which Clarus Wealth Advisors reported a position in PACER FDS TR (CALF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.07% (2025 Q3)
Avg. % of fund
1.81%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 106,079 +69 +0.1% 2.01% $4.8M $44.30
2025 Q3 REDUCED 106,010 -1,800 -1.7% 2.07% $4.7M $43.39
2025 Q2 ADDED 107,810 +4,401 +4.3% 2.06% $4.5M $39.32
2025 Q1 ADDED 103,409 +68,471 +196.0% 1.95% $3.6M $36.96
2023 Q4 INITIATED 34,938 — — 0.96% $1.6M —
% of Fund (quarterly)    CALF price (monthly, adj. close)

Other funds also holding CALF

As of 2025 Q4 — sorted by position size

Compass Advisory Group LLC 3Y 4.95% HHM Wealth Advisors, LLC 3Y 7Y 3.96% Long Island Wealth Management, Inc. 3.81% ETF Store, Inc. 3Y 2.09% Econ Financial Services Corp 3Y 7Y 2.0% Anson Capital, Inc. 3Y 1.96% PSI Advisors, LLC 3Y 1.92% Clay Northam Wealth Management, LLC 3Y 1.83% BlueStem Wealth Partners, LLC 1.69% Smart Portfolios, LLC 3Y 7Y 1.63%
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