Comprehensive Financial Consultants Institutional’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Comprehensive Financial Consultants Institutional’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	$290K	Sell	5,724 -353	-6%	-$17K	0.08%	174
2026 Q1	$273K	Sell	6,077 -192	-3%	-$8.74K	0.08%	170
2025 Q4	$278K	Sell	6,269 -366	-6%	-$16.1K	0.08%	167
2025 Q3	$290K	Sell	6,635 -14,739	-69%	-$622K	0.09%	156
2025 Q2	$851K	Sell	21,374 -1,612	-7%	-$60.4K	0.28%	105
2025 Q1	$862K	Sell	22,986 -6,958	-23%	-$289K	0.31%	99
2024 Q4	$1.32M	Sell	29,944 -5,004	-14%	-$232K	0.48%	74
2024 Q3	$1.63M	Sell	34,948 -35	-0.1%	-$1.58K	0.59%	62
2024 Q2	$1.52M	Buy	34,983 +13,943	+66%	+$642K	0.6%	65
2024 Q1	$1.03M	Buy	21,040 +1,056	+5%	+$50.2K	0.43%	80
2023 Q4	$960K	Buy	+19,984	New	+$858K	0.45%	82

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

Comprehensive Financial Consultants Institutional's CALF Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 5.8% in Q2 2026, selling an estimated $17K and leaving 5,724 shares worth $290K. The position accounts for 0.08% of the portfolio, ranked #174.

Comprehensive Financial Consultants Institutional first reported a position in CALF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.63M in Q3 2024. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Comprehensive Financial Consultants Institutional held 5,724 shares of Pacer US Small Cap Cash Cows 100 ETF worth $290K as of Q2 2026.
Comprehensive Financial Consultants Institutional sold 353 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $17K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.08% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #174 holding.
Comprehensive Financial Consultants Institutional first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and has held it in 11 quarters since.
Comprehensive Financial Consultants Institutional's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.63M in Q3 2024.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.