B. Riley Wealth Advisors
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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
Q3 		$421K Buy
7,893
+642
+9% +$35.3K 0.02% 621
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 Sell
8,192
-16,237
-66% -$608K 0.02% 675
2025
Q1 		$916K Buy
24,429
+4,837
+25% +$201K 0.03% 539
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.38B AUM 17.72% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

B. Riley Wealth Advisors's CALF Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 8.9% in Q3 2026, buying an estimated $35.3K and bringing the position to 7,893 shares worth $421K. The position accounts for 0.02% of the portfolio, ranked #621.

B. Riley Wealth Advisors first reported a position in CALF in Q4 2020 and has held it in 24 quarters since. The position peaked at $3.48M in Q2 2024. 273 funds tracked by Wall St. Rank hold CALF as of Q3 2026.

  • B. Riley Wealth Advisors held 7,893 shares of Pacer US Small Cap Cash Cows 100 ETF worth $421K as of Q3 2026.
  • B. Riley Wealth Advisors bought 642 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2026, an estimated $35.3K.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #621 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 24 quarters since.
  • B. Riley Wealth Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $3.48M in Q2 2024.
  • 273 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.