Avidian Wealth Enterprises’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Avidian Wealth Enterprises’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	$236K	Hold	4,656	–	–	0.01%	657
2026 Q1	$209K	Hold	4,656	–	–	0.01%	637
2025 Q4	$207K	Hold	4,656	–	–	0.01%	552
2025 Q3	$204K	Buy	+4,656	New	+$196K	0.01%	558

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

Avidian Wealth Enterprises's CALF Position: Q2 2026 in Review

Avidian Wealth Enterprises held its Pacer US Small Cap Cash Cows 100 ETF (CALF) position steady in Q2 2026 at 4,656 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #657.

Avidian Wealth Enterprises first reported a position in CALF in Q3 2025 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Avidian Wealth Enterprises held 4,656 shares of Pacer US Small Cap Cash Cows 100 ETF worth $236K as of Q2 2026.
Avidian Wealth Enterprises left its Pacer US Small Cap Cash Cows 100 ETF share count unchanged in Q2 2026.
Pacer US Small Cap Cash Cows 100 ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #657 holding.
Avidian Wealth Enterprises first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2025 and has held it in 4 quarters since.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.