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

Goldstone 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	$933K	Sell	18,444 -749	-4%	-$36.1K	0.09%	128
2026 Q1	$861K	Sell	19,193 -2,194	-10%	-$99.8K	0.09%	127
2025 Q4	$949K	Sell	21,387 -792	-4%	-$34.8K	0.11%	114
2025 Q3	$971K	Sell	22,179 -65	-0.3%	-$2.74K	0.11%	111
2025 Q2	$921K	Buy	22,244 +228	+1%	+$8.54K	0.12%	104
2025 Q1	$826K	Buy	22,016 +177	+0.8%	+$7.34K	0.13%	103
2024 Q4	$961K	Buy	21,839 +1,018	+5%	+$47.1K	0.15%	92
2024 Q3	$969K	Sell	20,821 -935	-4%	-$42.2K	0.17%	92
2024 Q2	$948K	Sell	21,756 -2,764	-11%	-$127K	0.19%	86
2024 Q1	$1.21M	Buy	24,520 +1,187	+5%	+$56.4K	0.28%	67
2023 Q4	$1.12M	Sell	23,333 -1,378	-6%	-$59.2K	0.29%	65
2023 Q3	$1.03M	Buy	24,711 +44	+0.2%	+$1.86K	0.31%	64
2023 Q2	$1M	Buy	+24,667	New	+$937K	0.3%	63

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

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

Goldstone Financial Group reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 3.9% in Q2 2026, selling an estimated $36.1K and leaving 18,444 shares worth $933K. The position accounts for 0.09% of the portfolio, ranked #128.

Goldstone Financial Group first reported a position in CALF in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.21M in Q1 2024. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Goldstone Financial Group held 18,444 shares of Pacer US Small Cap Cash Cows 100 ETF worth $933K as of Q2 2026.
Goldstone Financial Group sold 749 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $36.1K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.09% of Goldstone Financial Group's portfolio in Q2 2026, its #128 holding.
Goldstone Financial Group first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2023 and has held it in 13 quarters since.
Goldstone Financial Group's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.21M in Q1 2024.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.