Focus Partners Wealth’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Focus Partners Wealth’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	$326K	Sell	7,260 -533	-7%	-$24.3K	﹤0.01%	2142
2025 Q4	$348K	Buy	7,793 +629	+9%	+$27.6K	﹤0.01%	2143
2025 Q3	$314K	Sell	7,164 -1,551	-18%	-$65.4K	﹤0.01%	1819
2025 Q2	$347K	Buy	+8,715	New	+$326K	﹤0.01%	1604
2025 Q1	–	Sell	-38,116	Closed	-$1.68M	–	1919
2024 Q4	$1.68M	Buy	+38,116	New	+$1.76M	﹤0.01%	889

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

Focus Partners Wealth's CALF Position: Q1 2026 in Review

Focus Partners Wealth reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 6.8% in Q1 2026, selling an estimated $24.3K and leaving 7,260 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

Focus Partners Wealth first reported a position in CALF in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.68M in Q4 2024. 389 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

Focus Partners Wealth held 7,260 shares of Pacer US Small Cap Cash Cows 100 ETF worth $326K as of Q1 2026.
Focus Partners Wealth sold 533 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2026, an estimated $24.3K.
Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2142 holding.
Focus Partners Wealth first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2024 and has held it in 5 quarters since.
Focus Partners Wealth's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.68M in Q4 2024.
389 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.