Avondale Wealth Management
CALF icon

Avondale Wealth Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Avondale Wealth Management’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
Q3 		$331K Sell
6,215
-564
-8% -$31K 0.15% 49
2026
Q2 		$343K Hold
6,779
– – 0.14% 53
2026
Q1 		$304K Hold
6,779
– – 0.15% 55
2025
Q4 		$301K Sell
6,779
-2,098
-24% -$92.2K 0.15% 52
2025
Q3 		$389K Sell
8,877
-3,951
-31% -$167K 0.21% 43
2025
Q2 		$511K Sell
12,828
-215,141
-94% -$8.06M 0.29% 37
2025
Q1 		$8.55M Sell
227,969
-25,500
-10% -$1.06M 5.38% 5
2024
Q4 		$11.2M Buy
253,469
+16,941
+7% +$784K 7.15% 4
2024
Q3 		$11M Buy
236,528
+2,679
+1% +$121K 7.15% 4
2024
Q2 		$10.2M Buy
233,849
+1,688
+0.7% +$77.7K 6.96% 4
2024
Q1 		$11.4M Buy
232,161
+8,661
+4% +$412K 8% 4
2023
Q4 		$10.7M Buy
223,500
+11,983
+6% +$515K 8.65% 4
2023
Q3 		$8.82M Buy
211,517
+11,095
+6% +$468K 7.74% 4
2023
Q2 		$8.16M Buy
200,422
+5,109
+3% +$194K 6.85% 5
2023
Q1 		$7.43M Sell
195,313
-15,139
-7% -$583K 6.41% 6
2022
Q4 		$7.57M Buy
210,452
+16,145
+8% +$596K 6.57% 6
2022
Q3 		$6.32M Buy
194,307
+15,464
+9% +$561K 6.89% 5
2022
Q2 		$6.02M Buy
178,843
+160,343
+867% +$6.05M 6.99% 7
2022
Q1 		$742K Buy
+18,500
New +$760K 0.87% 17

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KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
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Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Long Island Wealth Management
Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Clarus Wealth Advisors
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Avondale Wealth Management's CALF Position: Q3 2026 in Review

Avondale Wealth Management reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 8.3% in Q3 2026, selling an estimated $31K and leaving 6,215 shares worth $331K. The position accounts for 0.15% of the portfolio, ranked #49.

Avondale Wealth Management first reported a position in CALF in Q1 2022 and has held it in 19 quarters since. The position peaked at $11.4M in Q1 2024. 111 funds tracked by Wall St. Rank hold CALF as of Q3 2026.

  • Avondale Wealth Management held 6,215 shares of Pacer US Small Cap Cash Cows 100 ETF worth $331K as of Q3 2026.
  • Avondale Wealth Management sold 564 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2026, an estimated $31K.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.15% of Avondale Wealth Management's portfolio in Q3 2026, its #49 holding.
  • Avondale Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2022 and has held it in 19 quarters since.
  • Avondale Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $11.4M in Q1 2024.
  • 111 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2026.

Based on Avondale Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.