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Foundations Investment Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Foundations Investment 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 		$510K Buy
10,070
+1,077
+12% +$52K 0.01% 772
2026
Q1 		$404K Buy
8,993
+987
+12% +$44.9K 0.01% 787
2025
Q4 		$355K Buy
8,006
+226
+3% +$9.93K ﹤0.01% 841
2025
Q3 		$341K Sell
7,780
-1,004
-11% -$42.3K ﹤0.01% 794
2025
Q2 		$350K Sell
8,784
-2,566
-23% -$96.1K 0.01% 692
2025
Q1 		$426K Sell
11,350
-96,793
-90% -$4.01M 0.01% 621
2024
Q4 		$4.76M Buy
108,143
+7,879
+8% +$365K 0.09% 197
2024
Q3 		$4.66M Sell
100,264
-72,357
-42% -$3.27M 0.1% 177
2024
Q2 		$7.52M Buy
172,621
+22,842
+15% +$1.05M 0.18% 104
2024
Q1 		$7.36M Buy
149,779
+7,354
+5% +$350K 0.19% 95
2023
Q4 		$6.81M Buy
142,425
+988
+0.7% +$42.4K 0.18% 97
2023
Q3 		$5.9M Buy
141,437
+66,631
+89% +$2.81M 0.18% 100
2023
Q2 		$3.04M Buy
74,806
+3,211
+4% +$122K 0.1% 148
2023
Q1 		$2.72M Buy
+71,595
New +$2.76M 0.1% 132

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

Foundations Investment Advisors's CALF Position: Q2 2026 in Review

Foundations Investment Advisors increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 12% in Q2 2026, buying an estimated $52K and bringing the position to 10,070 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #772.

Foundations Investment Advisors first reported a position in CALF in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.52M in Q2 2024. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

  • Foundations Investment Advisors held 10,070 shares of Pacer US Small Cap Cash Cows 100 ETF worth $510K as of Q2 2026.
  • Foundations Investment Advisors bought 1,077 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $52K.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #772 holding.
  • Foundations Investment Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2023 and has held it in 14 quarters since.
  • Foundations Investment Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $7.52M in Q2 2024.
  • 392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.