Gladstone Institutional Advisory’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Gladstone Institutional Advisory’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	$459K	Buy	9,065 +552	+6%	+$26.6K	0.01%	615
2026 Q1	$382K	Buy	8,513 +751	+10%	+$34.2K	0.01%	599
2025 Q4	$344K	Sell	7,762 -282	-4%	-$12.4K	0.01%	598
2025 Q3	$352K	Buy	8,044 +1,423	+21%	+$60K	0.01%	599
2025 Q2	$264K	Buy	+6,621	New	+$248K	0.01%	634
2025 Q1	–	Sell	-7,391	Closed	-$325K	–	723
2024 Q4	$325K	Sell	7,391 -21	-0.3%	-$972	0.02%	561
2024 Q3	$345K	Sell	7,412 -17,584	-70%	-$794K	0.02%	539
2024 Q2	$1.09M	Sell	24,996 -10,360	-29%	-$477K	0.06%	295
2024 Q1	$1.74M	Sell	35,356 -27,694	-44%	-$1.32M	0.1%	224
2023 Q4	$3.03M	Buy	63,050 +28,236	+81%	+$1.21M	0.17%	153
2023 Q3	$1.45M	Buy	+34,814	New	+$1.47M	0.09%	219

Other funds holding CALF

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Gladstone Institutional Advisory's CALF Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 6.5% in Q2 2026, buying an estimated $26.6K and bringing the position to 9,065 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #615.

Gladstone Institutional Advisory first reported a position in CALF in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.03M in Q4 2023. 132 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Gladstone Institutional Advisory held 9,065 shares of Pacer US Small Cap Cash Cows 100 ETF worth $459K as of Q2 2026.
Gladstone Institutional Advisory bought 552 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $26.6K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #615 holding.
Gladstone Institutional Advisory first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2023 and has held it in 11 quarters since.
Gladstone Institutional Advisory's Pacer US Small Cap Cash Cows 100 ETF position peaked at $3.03M in Q4 2023.
132 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.