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

Creative 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	$399K	Sell	7,878 -120	-2%	-$5.79K	﹤0.01%	3363
2026 Q1	$359K	Sell	7,998 -992	-11%	-$45.1K	﹤0.01%	3282
2025 Q4	$399K	Buy	8,990 +2,553	+40%	+$112K	﹤0.01%	3033
2025 Q3	$282K	Buy	6,437 +1,251	+24%	+$52.8K	﹤0.01%	3198
2025 Q2	$206K	Sell	5,186 -2,293	-31%	-$85.9K	﹤0.01%	3196
2025 Q1	$280K	Buy	7,479 +1,521	+26%	+$63.1K	﹤0.01%	2817
2024 Q4	$262K	Buy	+5,958	New	+$276K	﹤0.01%	2777
2023 Q4	–	Sell	-13,728	Closed	-$572K	–	2800
2023 Q3	$572K	Buy	+13,728	New	+$580K	﹤0.01%	1476

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

Creative Planning's CALF Position: Q2 2026 in Review

Creative Planning reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 1.5% in Q2 2026, selling an estimated $5.79K and leaving 7,878 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #3363.

Creative Planning first reported a position in CALF in Q3 2023 and has held it in 8 quarters since. The position peaked at $572K in Q3 2023. 393 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Creative Planning held 7,878 shares of Pacer US Small Cap Cash Cows 100 ETF worth $399K as of Q2 2026.
Creative Planning sold 120 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $5.79K.
Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3363 holding.
Creative Planning first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2023 and has held it in 8 quarters since.
Creative Planning's Pacer US Small Cap Cash Cows 100 ETF position peaked at $572K in Q3 2023.
393 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.