CLA (CliftonLarsonAllen) Wealth Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

CLA (CliftonLarsonAllen) 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 Q2	$507K	Hold	10,011	–	–	0.01%	234
2026 Q1	$449K	Hold	10,011	–	–	0.01%	208
2025 Q4	$444K	Sell	10,011 -402	-4%	-$17.7K	0.01%	196
2025 Q3	$456K	Sell	10,413 -598	-5%	-$25.2K	0.01%	187
2025 Q2	$438K	Buy	+11,011	New	+$412K	0.01%	186

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

CLA (CliftonLarsonAllen) Wealth Advisors's CALF Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors held its Pacer US Small Cap Cash Cows 100 ETF (CALF) position steady in Q2 2026 at 10,011 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #234.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in CALF in Q2 2025 and has held it in 5 quarters since. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 10,011 shares of Pacer US Small Cap Cash Cows 100 ETF worth $507K as of Q2 2026.
CLA (CliftonLarsonAllen) Wealth Advisors left its Pacer US Small Cap Cash Cows 100 ETF share count unchanged in Q2 2026.
Pacer US Small Cap Cash Cows 100 ETF made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #234 holding.
CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2025 and has held it in 5 quarters since.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.