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 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 $1.37T 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 Planning's CALF Position: Q1 2026 in Review

Creative Planning reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 11% in Q1 2026, selling an estimated $45.1K and leaving 7,998 shares worth $359K. The position accounts for ﹤0.01% of the portfolio, ranked #3282.

Creative Planning first reported a position in CALF in Q3 2023 and has held it in 7 quarters since. The position peaked at $572K in Q3 2023. 389 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

Creative Planning held 7,998 shares of Pacer US Small Cap Cash Cows 100 ETF worth $359K as of Q1 2026.
Creative Planning sold 992 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2026, an estimated $45.1K.
Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3282 holding.
Creative Planning first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2023 and has held it in 7 quarters since.
Creative Planning's Pacer US Small Cap Cash Cows 100 ETF position peaked at $572K in Q3 2023.
389 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.