B. Riley Wealth Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

B. Riley Wealth Advisors’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	$368K	Buy	7,251 +108	+2%	+$5.21K	0.02%	558
2026 Q1	$314K	Sell	7,143 -615	-8%	-$28K	0.02%	570
2025 Q4	$344K	Sell	7,758 -302	-4%	-$13.3K	0.02%	656
2025 Q3	$353K	Sell	8,060 -132	-2%	-$5.57K	0.02%	652
2025 Q2	$326K	Buy	+8,192	New	+$307K	0.02%	675
2024 Q4	$865K	Sell	19,592 -4,282	-18%	-$198K	0.03%	501
2024 Q3	$1.11M	Sell	23,874 -55,811	-70%	-$2.52M	0.03%	473
2024 Q2	$3.48M	Buy	79,685 +31,646	+66%	+$1.46M	0.09%	216
2024 Q1	$2M	Sell	48,039 -18,088	-27%	-$860K	0.05%	353
2023 Q4	$3.19M	Buy	66,127 +18,088	+38%	+$777K	0.09%	242
2023 Q3	$2M	Buy	48,039 +5,583	+13%	+$236K	0.05%	353
2023 Q2	$1.73M	Buy	42,456 +5,030	+13%	+$191K	0.04%	412
2023 Q1	$1.42M	Buy	37,426 +4,610	+14%	+$177K	0.04%	447
2022 Q4	$1.18M	Buy	32,816 +7,754	+31%	+$286K	0.03%	480
2022 Q3	$815K	Sell	25,062 -6,342	-20%	-$230K	0.02%	568
2022 Q2	$1.06M	Buy	31,404 +5,177	+20%	+$195K	0.04%	404
2022 Q1	$1.05M	Buy	26,227 +10,762	+70%	+$442K	0.03%	471
2021 Q4	$662K	Buy	15,465 +1,715	+12%	+$75.4K	0.02%	682
2021 Q3	$584K	Buy	13,750 +1,682	+14%	+$72.7K	0.02%	707
2021 Q2	$539K	Buy	12,068 +1,205	+11%	+$51.8K	0.02%	732
2021 Q1	$446K	Buy	10,863 +1,713	+19%	+$64.6K	0.02%	787
2020 Q4	$286K	Buy	+9,150	New	+$264K	0.02%	781

Other funds holding CALF

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

B. Riley Wealth Advisors's CALF Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 1.5% in Q2 2026, buying an estimated $5.21K and bringing the position to 7,251 shares worth $368K. The position accounts for 0.02% of the portfolio, ranked #558.

B. Riley Wealth Advisors first reported a position in CALF in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.48M in Q2 2024. 74 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

B. Riley Wealth Advisors held 7,251 shares of Pacer US Small Cap Cash Cows 100 ETF worth $368K as of Q2 2026.
B. Riley Wealth Advisors bought 108 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $5.21K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #558 holding.
B. Riley Wealth Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2020 and has held it in 22 quarters since.
B. Riley Wealth Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $3.48M in Q2 2024.
74 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.