Carter Financial Group
CALF icon

Carter Financial Group’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Carter Financial Group’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 		$761K Sell
14,287
-136
-0.9% -$7.47K 0.39% 51
2026
Q2 		$730K Sell
14,423
-91,585
-86% -$4.42M 0.38% 54
2026
Q1 		$4.76M Sell
106,008
-490
-0.5% -$22.3K 2.94% 9
2025
Q4 		$4.76M Buy
106,498
+4,564
+4% +$201K 2.82% 9
2025
Q3 		$4.46M Buy
101,934
+4,810
+5% +$203K 2.7% 9
2025
Q2 		$3.87M Buy
+97,124
New +$3.64M 2.53% 10

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FSBI
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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
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Carter Financial Group's CALF Position: Q3 2026 in Review

Carter Financial Group reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 0.94% in Q3 2026, selling an estimated $7.47K and leaving 14,287 shares worth $761K. The position accounts for 0.39% of the portfolio, ranked #51.

Carter Financial Group first reported a position in CALF in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.76M in Q4 2025. 167 funds tracked by Wall St. Rank hold CALF as of Q3 2026.

  • Carter Financial Group held 14,287 shares of Pacer US Small Cap Cash Cows 100 ETF worth $761K as of Q3 2026.
  • Carter Financial Group sold 136 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2026, an estimated $7.47K.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.39% of Carter Financial Group's portfolio in Q3 2026, its #51 holding.
  • Carter Financial Group first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2025 and has held it in 6 quarters since.
  • Carter Financial Group's Pacer US Small Cap Cash Cows 100 ETF position peaked at $4.76M in Q4 2025.
  • 167 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2026.

Based on Carter Financial Group's 13F filing for Q3 2026, filed 21 Oct 2026.