Carson Wealth (CWM LLC)
CALF icon

Carson Wealth (CWM LLC)’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$277K Sell
6,177
-259
-4% -$11.8K ﹤0.01% 2443
2025
Q4 		$286K Buy
6,436
+1,138
+21% +$50K ﹤0.01% 2290
2025
Q3 		$232K Sell
5,298
-975
-16% -$41.1K ﹤0.01% 2329
2025
Q2 		$250K Sell
6,273
-912
-13% -$34.2K ﹤0.01% 1987
2025
Q1 		$269K Sell
7,185
-58
-0.8% -$2.4K ﹤0.01% 1732
2024
Q4 		$319K Sell
7,243
-3,835
-35% -$177K ﹤0.01% 1561
2024
Q3 		$515K Buy
11,078
+7,441
+205% +$336K ﹤0.01% 1303
2024
Q2 		$158K Sell
3,637
-751
-17% -$34.6K ﹤0.01% 1715
2024
Q1 		$216K Sell
4,388
-434
-9% -$20.6K ﹤0.01% 1479
2023
Q4 		$232K Buy
4,822
+347
+8% +$14.9K ﹤0.01% 1350
2023
Q3 		$187K Sell
4,475
-140
-3% -$5.91K ﹤0.01% 1340
2023
Q2 		$188K Hold
4,615
– – ﹤0.01% 1276
2023
Q1 		$176K Hold
4,615
– – ﹤0.01% 1241
2022
Q4 		$166K Sell
4,615
-200
-4% -$7.38K ﹤0.01% 1170
2022
Q3 		$156K Sell
4,815
-1,967
-29% -$71.4K ﹤0.01% 1147
2022
Q2 		$228K Sell
6,782
-4,193
-38% -$158K ﹤0.01% 993
2022
Q1 		$440K Sell
10,975
-6,025
-35% -$248K ﹤0.01% 768
2021
Q4 		$727K Buy
+17,000
New +$748K 0.01% 638

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CALF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 4% in Q1 2026, selling an estimated $11.8K and leaving 6,177 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #2443.

Carson Wealth (CWM LLC) first reported a position in CALF in Q4 2021 and has held it in 18 quarters since. The position peaked at $727K in Q4 2021. 390 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,177 shares of Pacer US Small Cap Cash Cows 100 ETF worth $277K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 259 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2026, an estimated $11.8K.
  • Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2443 holding.
  • Carson Wealth (CWM LLC) first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Pacer US Small Cap Cash Cows 100 ETF position peaked at $727K in Q4 2021.
  • 390 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.