CALF β€” PACER FDS TR

Ownership history in CMC Financial Group  Β·  11 quarters on record

AI Ownership Summary

CMC Financial Group reported PACER FDS TR (CALF) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 30.94% in 2024 Q2. The latest visible filing shows CALF at 1.62% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CALF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CMC Financial Group's position in PACER FDS TR, 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 1.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
30.94% in 2024 Q2

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

Time in book
Holding Window
2023 Q3 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 CMC Financial Group held CALF β€” position size vs. price
% of Fund (quarterly)    CALF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 20,508 -15 -0.1% 1.62% $910K 2026-02-14 (Est.) $46.36
2025 Q3 REDUCED 20,523 -8,213 -28.6% 1.66% $899K 2025-12-01 $44.05
2025 Q2 UNCHANGED 28,736 β€” 0% 2.61% $1.1M 2025-08-13 $41.81
2025 Q1 REDUCED 28,736 -507 -1.7% 2.44% $1.1M 2025-04-11 $33.55
2024 Q4 REDUCED 29,243 -159,730 -84.5% 2.74% $1.3M 2025-02-11 $42.42
2024 Q3 REDUCED 188,973 -238,214 -55.8% 12.92% $8.8M 2024-11-05 $44.63
2024 Q2 ADDED 427,187 +1,824 +0.4% 30.94% $18.6M 2024-07-26 $46.78
2024 Q1 ADDED 425,363 +20,467 +5.1% 29.49% $20.9M 2024-05-03 $45.22
2023 Q4 ADDED 404,896 +128,220 +46.3% 25.22% $18.9M 2024-01-17 $44.46
2023 Q3 ADDED 276,676 +123,873 +81.1% 18.12% $11.5M 2023-10-31 $38.46
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About CMC Financial Group and CALF

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

How long has CMC Financial Group reported owning CALF?

CMC Financial Group reported CALF across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CALF position in CMC Financial Group's portfolio?

The largest reported portfolio weight for CALF was 30.94% in 2024 Q2.

What is the latest reported CALF position on this page?

The most recent filing on this page is 2025 Q4, when CMC Financial Group reported 20,508 shares, equal to 1.62% of portfolio, with an estimated market value of $910K.

What does the chart on this CALF ownership page compare?

The chart compares CMC Financial Group'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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