Excelsior Advisor Network’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Excelsior Advisor Network’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	$768K	Buy	+15,165	New	+$732K	0.1%	200

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

Excelsior Advisor Network's CALF Position: Q2 2026 in Review

Excelsior Advisor Network opened a new position in Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2026: 15,165 shares worth $768K. The stake represents 0.1% of the portfolio and ranks #200 among its holdings.

392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Excelsior Advisor Network held 15,165 shares of Pacer US Small Cap Cash Cows 100 ETF worth $768K as of Q2 2026.
Pacer US Small Cap Cash Cows 100 ETF was a new Excelsior Advisor Network position in Q2 2026.
Pacer US Small Cap Cash Cows 100 ETF made up 0.1% of Excelsior Advisor Network's portfolio in Q2 2026, its #200 holding.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.