CFML
CALF icon

COMPASS FINANCIAL MANAGEMENT LLC’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
Q2 		$63.1K Buy
+1,246
New +$60.1K 0.01% 641

Other funds holding CALF

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
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
BWP
BlueStem Wealth Partners Minnetonka, Minnesota $1B AUM 19.75% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's CALF Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2026: 1,246 shares worth $63.1K. The stake represents 0.01% of the portfolio and ranks #641 among its holdings.

320 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,246 shares of Pacer US Small Cap Cash Cows 100 ETF worth $63.1K as of Q2 2026.
  • Pacer US Small Cap Cash Cows 100 ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #641 holding.
  • 320 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.