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Great Valley Advisor Group’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Great Valley Advisor 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 		$392K Buy
7,731
+5
+0.1% +$241 0.01% 794
2026
Q1 		$347K Buy
7,726
+12
+0.2% +$546 0.01% 779
2025
Q4 		$343K Sell
7,714
-415
-5% -$18.2K 0.01% 745
2025
Q3 		$356K Buy
8,129
+891
+12% +$37.6K 0.01% 721
2025
Q2 		$288K Buy
7,238
+113
+2% +$4.23K 0.01% 753
2025
Q1 		$268K Buy
+7,125
New +$295K 0.01% 759
2024
Q4 		– Sell
-4,378
Closed -$203K – 847
2024
Q3 		$203K Sell
4,378
-6,845
-61% -$309K 0.01% 801
2024
Q2 		$489K Buy
11,223
+1,675
+18% +$77.1K 0.01% 533
2024
Q1 		$469K Buy
+9,548
New +$454K 0.01% 510

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

Great Valley Advisor Group's CALF Position: Q2 2026 in Review

Great Valley Advisor Group increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 0.06% in Q2 2026, buying an estimated $241 and bringing the position to 7,731 shares worth $392K. The position accounts for 0.01% of the portfolio, ranked #794.

Great Valley Advisor Group first reported a position in CALF in Q1 2024 and has held it in 9 quarters since. The position peaked at $489K in Q2 2024. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

  • Great Valley Advisor Group held 7,731 shares of Pacer US Small Cap Cash Cows 100 ETF worth $392K as of Q2 2026.
  • Great Valley Advisor Group bought 5 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $241.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #794 holding.
  • Great Valley Advisor Group first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2024 and has held it in 9 quarters since.
  • Great Valley Advisor Group's Pacer US Small Cap Cash Cows 100 ETF position peaked at $489K 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 Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.