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EP Wealth Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

EP Wealth Advisors’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 		$744K Buy
14,707
+2,241
+18% +$108K ﹤0.01% 859
2026
Q1 		$559K Buy
12,466
+2,391
+24% +$109K ﹤0.01% 856
2025
Q4 		$447K Buy
+10,075
New +$443K ﹤0.01% 937
2024
Q4 		– Sell
-3,260
Closed -$152K – 1252
2024
Q3 		$152K Buy
+3,260
New +$147K ﹤0.01% 1098

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

EP Wealth Advisors's CALF Position: Q2 2026 in Review

EP Wealth Advisors increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 18% in Q2 2026, buying an estimated $108K and bringing the position to 14,707 shares worth $744K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

EP Wealth Advisors first reported a position in CALF in Q3 2024 and has held it in 4 quarters since. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

  • EP Wealth Advisors held 14,707 shares of Pacer US Small Cap Cash Cows 100 ETF worth $744K as of Q2 2026.
  • EP Wealth Advisors bought 2,241 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $108K.
  • Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #859 holding.
  • EP Wealth Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2024 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.