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

Comprehensive Financial Planning’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	$16.6K	Hold	328	–	–	0.01%	255
2026 Q1	$14.7K	Buy	328 +3	+0.9%	+$137	0.01%	238
2025 Q4	$14.4K	Hold	325	–	–	0.01%	231
2025 Q3	$14.2K	Buy	325 +1	+0.3%	+$42	0.01%	222
2025 Q2	$12.9K	Buy	324 +1	+0.3%	+$37	0.01%	215
2025 Q1	$12.1K	Buy	323 +1	+0.3%	+$41	0.01%	203
2024 Q4	$14.2K	Buy	+322	New	+$14.9K	0.01%	223

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 Planning's CALF Position: Q2 2026 in Review

Comprehensive Financial Planning held its Pacer US Small Cap Cash Cows 100 ETF (CALF) position steady in Q2 2026 at 328 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #255.

Comprehensive Financial Planning first reported a position in CALF in Q4 2024 and has held it in 7 quarters since. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Comprehensive Financial Planning held 328 shares of Pacer US Small Cap Cash Cows 100 ETF worth $16.6K as of Q2 2026.
Comprehensive Financial Planning 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 Comprehensive Financial Planning's portfolio in Q2 2026, its #255 holding.
Comprehensive Financial Planning first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2024 and has held it in 7 quarters since.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.