Endowment Wealth Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Endowment Wealth Management’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	$1.99M	Buy	39,268 +4,171	+12%	+$201K	0.77%	33
2026 Q1	$1.57M	Buy	35,097 +3,397	+11%	+$155K	0.7%	39
2025 Q4	$1.41M	Buy	31,700 +4,666	+17%	+$205K	0.65%	41
2025 Q3	$1.18M	Buy	27,034 +5,544	+26%	+$234K	0.54%	49
2025 Q2	$856K	Buy	21,490 +5,428	+34%	+$203K	0.44%	55
2025 Q1	$602K	Buy	16,062 +5,801	+57%	+$241K	0.39%	59
2024 Q4	$452K	Buy	10,261 +4,932	+93%	+$228K	0.3%	71
2024 Q3	$248K	Buy	+5,329	New	+$241K	0.16%	109

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

Endowment Wealth Management's CALF Position: Q2 2026 in Review

Endowment Wealth Management increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 12% in Q2 2026, buying an estimated $201K and bringing the position to 39,268 shares worth $1.99M. The position accounts for 0.77% of the portfolio, ranked #33.

Endowment Wealth Management first reported a position in CALF in Q3 2024 and has held it in 8 quarters since. 393 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Endowment Wealth Management held 39,268 shares of Pacer US Small Cap Cash Cows 100 ETF worth $1.99M as of Q2 2026.
Endowment Wealth Management bought 4,171 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $201K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.77% of Endowment Wealth Management's portfolio in Q2 2026, its #33 holding.
Endowment Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2024 and has held it in 8 quarters since.
393 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Endowment Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.