CAG
CALF icon

Crestwood Advisors Group’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Crestwood Advisors Group’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 		$243K Hold
4,794
– – ﹤0.01% 769
2026
Q1 		$215K Hold
4,794
– – ﹤0.01% 711
2025
Q4 		$213K Hold
4,794
– – ﹤0.01% 643
2025
Q3 		$210K Buy
+4,794
New +$202K ﹤0.01% 542

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Crestwood Advisors Group's CALF Position: Q2 2026 in Review

Crestwood Advisors Group held its Pacer US Small Cap Cash Cows 100 ETF (CALF) position steady in Q2 2026 at 4,794 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Crestwood Advisors Group first reported a position in CALF in Q3 2025 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

  • Crestwood Advisors Group held 4,794 shares of Pacer US Small Cap Cash Cows 100 ETF worth $243K as of Q2 2026.
  • Crestwood Advisors Group 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 Crestwood Advisors Group's portfolio in Q2 2026, its #769 holding.
  • Crestwood Advisors Group first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2025 and has held it in 4 quarters since.
  • 392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.