Harbor Asset Planning’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Harbor Asset Planning’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	$45.3K	Buy	895 +1	+0.1%	+$48	0.03%	226
2026 Q1	$40.1K	Buy	894 +6	+0.7%	+$273	0.03%	228
2025 Q4	$39.4K	Sell	888 -1,686	-66%	-$74.1K	0.03%	215
2025 Q3	$113K	Buy	2,574 +9	+0.4%	+$380	0.1%	127
2025 Q2	$102K	Buy	+2,565	New	+$96.1K	0.1%	131

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

Harbor Asset Planning's CALF Position: Q2 2026 in Review

Harbor Asset Planning increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 0.11% in Q2 2026, buying an estimated $48 and bringing the position to 895 shares worth $45.3K. The position accounts for 0.03% of the portfolio, ranked #226.

Harbor Asset Planning first reported a position in CALF in Q2 2025 and has held it in 5 quarters since. The position peaked at $113K in Q3 2025. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Harbor Asset Planning held 895 shares of Pacer US Small Cap Cash Cows 100 ETF worth $45.3K as of Q2 2026.
Harbor Asset Planning bought 1 Pacer US Small Cap Cash Cows 100 ETF share in Q2 2026, an estimated $48.
Pacer US Small Cap Cash Cows 100 ETF made up 0.03% of Harbor Asset Planning's portfolio in Q2 2026, its #226 holding.
Harbor Asset Planning first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's Pacer US Small Cap Cash Cows 100 ETF position peaked at $113K in Q3 2025.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.