Golden State Wealth Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Golden State Wealth Management’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	$43.3K	Sell	856 -21	-2%	-$1.01K	﹤0.01%	760
2026 Q1	$39.4K	Sell	877 -743	-46%	-$33.8K	﹤0.01%	741
2025 Q4	$71.9K	Sell	1,620 -1,228	-43%	-$54K	0.01%	598
2025 Q3	$125K	Sell	2,848 -1,371	-32%	-$57.8K	0.01%	455
2025 Q2	$168K	Sell	4,219 -2,122	-33%	-$79.5K	0.02%	387
2025 Q1	$238K	Sell	6,341 -12,208	-66%	-$506K	0.04%	314
2024 Q4	$816K	Buy	+18,549	New	+$858K	0.12%	139

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

Golden State Wealth Management's CALF Position: Q2 2026 in Review

Golden State Wealth Management reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 2.4% in Q2 2026, selling an estimated $1.01K and leaving 856 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Golden State Wealth Management first reported a position in CALF in Q4 2024 and has held it in 7 quarters since. The position peaked at $816K in Q4 2024. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Golden State Wealth Management held 856 shares of Pacer US Small Cap Cash Cows 100 ETF worth $43.3K as of Q2 2026.
Golden State Wealth Management sold 21 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $1.01K.
Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #760 holding.
Golden State Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $816K in Q4 2024.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.