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Fortune Financial Group’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Fortune Financial 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 		$1.08M Buy
+21,338
New +$1.03M 0.85% 30
2026
Q1 		– Sell
-18,846
Closed -$930K – 86
2025
Q4 		$930K Buy
+18,846
New +$828K 0.91% 26

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 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Fortune Financial Group's CALF Position: Q2 2026 in Review

Fortune Financial Group opened a new position in Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2026: 21,338 shares worth $1.08M. The stake represents 0.85% of the portfolio and ranks #30 among its holdings. This is a return to the name: Fortune Financial Group previously reported a position in CALF as recently as Q4 2025.

Fortune Financial Group first reported a position in CALF in Q4 2025 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

  • Fortune Financial Group held 21,338 shares of Pacer US Small Cap Cash Cows 100 ETF worth $1.08M as of Q2 2026.
  • Pacer US Small Cap Cash Cows 100 ETF was a new Fortune Financial Group position in Q2 2026.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.85% of Fortune Financial Group's portfolio in Q2 2026, its #30 holding.
  • Fortune Financial Group first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2025 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Fortune Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.