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

BCS 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 Q2	$2.33M	Buy	46,047 +946	+2%	+$45.7K	0.42%	56
2026 Q1	$2.02M	Sell	45,101 -52,579	-54%	-$2.39M	0.41%	54
2025 Q4	$4.33M	Buy	97,680 +51,160	+110%	+$2.25M	0.44%	52
2025 Q3	$2.04M	Sell	46,520 -2,431	-5%	-$103K	0.46%	52
2025 Q2	$1.95M	Buy	48,951 +28,315	+137%	+$1.06M	0.42%	57
2025 Q1	$774K	Sell	20,636 -2,154	-9%	-$89.3K	0.2%	99
2024 Q4	$1M	Sell	22,790 -805	-3%	-$37.3K	0.25%	86
2024 Q3	$1.1M	Buy	23,595 +2,742	+13%	+$124K	0.47%	53
2024 Q2	$908K	Buy	20,853 +2,129	+11%	+$98K	0.44%	57
2024 Q1	$920K	Buy	18,724 +149	+0.8%	+$7.08K	0.3%	81
2023 Q4	$892K	Buy	18,575 +1,720	+10%	+$73.9K	0.33%	77
2023 Q3	$703K	Buy	16,855 +3,349	+25%	+$141K	0.29%	80
2023 Q2	$550K	Buy	13,506 +5,886	+77%	+$224K	0.4%	54
2023 Q1	$290K	Buy	+7,620	New	+$293K	0.13%	125

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

BCS Wealth Management's CALF Position: Q2 2026 in Review

BCS Wealth Management increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 2.1% in Q2 2026, buying an estimated $45.7K and bringing the position to 46,047 shares worth $2.33M. The position accounts for 0.42% of the portfolio, ranked #56.

BCS Wealth Management first reported a position in CALF in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.33M in Q4 2025. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

BCS Wealth Management held 46,047 shares of Pacer US Small Cap Cash Cows 100 ETF worth $2.33M as of Q2 2026.
BCS Wealth Management bought 946 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $45.7K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.42% of BCS Wealth Management's portfolio in Q2 2026, its #56 holding.
BCS Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2023 and has held it in 14 quarters since.
BCS Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $4.33M in Q4 2025.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.