Avantax Planning Partners’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Avantax Planning Partners’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 Q2	$359K	Sell	7,103 -508	-7%	-$24.5K	0.01%	339
2026 Q1	$342K	Sell	7,611 -213	-3%	-$9.69K	0.01%	332
2025 Q4	$347K	Buy	7,824 +21	+0.3%	+$923	0.01%	328
2025 Q3	$342K	Sell	7,803 -3,024	-28%	-$128K	0.01%	328
2025 Q2	$431K	Sell	10,827 -1,694	-14%	-$63.5K	0.01%	287
2025 Q1	$470K	Sell	12,521 -4,447	-26%	-$184K	0.02%	267
2024 Q4	$747K	Sell	16,968 -510	-3%	-$23.6K	0.03%	202
2024 Q3	$813K	Sell	17,478 -22,653	-56%	-$1.02M	0.03%	192
2024 Q2	$1.75M	Sell	40,131 -12,911	-24%	-$594K	0.06%	152
2024 Q1	$2.61M	Buy	+53,042	New	+$2.52M	0.08%	130

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Avantax Planning Partners's CALF Position: Q2 2026 in Review

Avantax Planning Partners reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 6.7% in Q2 2026, selling an estimated $24.5K and leaving 7,103 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #339.

Avantax Planning Partners first reported a position in CALF in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.61M in Q1 2024. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Avantax Planning Partners held 7,103 shares of Pacer US Small Cap Cash Cows 100 ETF worth $359K as of Q2 2026.
Avantax Planning Partners sold 508 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $24.5K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #339 holding.
Avantax Planning Partners first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2024 and has held it in 10 quarters since.
Avantax Planning Partners's Pacer US Small Cap Cash Cows 100 ETF position peaked at $2.61M in Q1 2024.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.