CFS
CALF icon

Compass Financial Services’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Compass Financial Services’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 		– Sell
-724
Closed -$32.1K – 81
2025
Q4 		$32.1K Hold
724
– – 0.01% 128
2025
Q3 		$31.7K Buy
+724
New +$30.5K 0.01% 132

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 $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Compass Financial Services's CALF Position: Q1 2026 in Review

Compass Financial Services sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2026, closing a stake of 724 shares — an estimated $32.1K sold.

Compass Financial Services first reported a position in CALF in Q3 2025 and held it in 2 quarters. The position peaked at $32.1K in Q4 2025. 389 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

  • Compass Financial Services reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 724 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2026, an estimated $32.1K.
  • Compass Financial Services first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2025 and held it in 2 quarters.
  • Compass Financial Services's Pacer US Small Cap Cash Cows 100 ETF position peaked at $32.1K in Q4 2025.
  • 389 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.