Creative Financial Designs’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Creative Financial Designs’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	$308K	Sell	6,860 -8,418	-55%	-$383K	0.02%	429
2025 Q4	$678K	Buy	15,278 +108	+0.7%	+$4.75K	0.04%	286
2025 Q3	$664K	Buy	15,170 +112	+0.7%	+$4.72K	0.04%	289
2025 Q2	$600K	Sell	15,058 -2,979	-17%	-$112K	0.04%	293
2025 Q1	$676K	Buy	18,037 +5,738	+47%	+$238K	0.05%	241
2024 Q4	$541K	Sell	12,299 -347	-3%	-$16.1K	0.04%	276
2024 Q3	$588K	Sell	12,646 -185	-1%	-$8.35K	0.05%	264
2024 Q2	$559K	Buy	12,831 +1,496	+13%	+$68.9K	0.05%	259
2024 Q1	$557K	Buy	11,335 +418	+4%	+$19.9K	0.05%	249
2023 Q4	$524K	Buy	10,917 +5,299	+94%	+$228K	0.05%	243
2023 Q3	$234K	Buy	5,618 +121	+2%	+$5.11K	0.03%	308
2023 Q2	$224K	Buy	5,497 +3,395	+162%	+$129K	0.03%	321
2023 Q1	$80K	Buy	+2,102	New	+$80.9K	0.01%	499

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Creative Financial Designs's CALF Position: Q1 2026 in Review

Creative Financial Designs reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 55% in Q1 2026, selling an estimated $383K and leaving 6,860 shares worth $308K. The position accounts for 0.02% of the portfolio, ranked #429.

Creative Financial Designs first reported a position in CALF in Q1 2023 and has held it in 13 quarters since. The position peaked at $678K in Q4 2025. 389 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

Creative Financial Designs held 6,860 shares of Pacer US Small Cap Cash Cows 100 ETF worth $308K as of Q1 2026.
Creative Financial Designs sold 8,418 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2026, an estimated $383K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.02% of Creative Financial Designs's portfolio in Q1 2026, its #429 holding.
Creative Financial Designs first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2023 and has held it in 13 quarters since.
Creative Financial Designs's Pacer US Small Cap Cash Cows 100 ETF position peaked at $678K 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 Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.