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

HB 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	–	Sell	-13,202	Closed	-$592K	–	1729
2026 Q1	$592K	Buy	+13,202	New	+$601K	﹤0.01%	896
2025 Q3	–	Sell	-12,442	Closed	-$495K	–	1350
2025 Q2	$495K	Buy	+12,442	New	+$466K	﹤0.01%	750
2025 Q1	–	Sell	-9,910	Closed	-$436K	–	1234
2024 Q4	$436K	Sell	9,910 -31,761	-76%	-$1.47M	﹤0.01%	668
2024 Q3	$1.94M	Sell	41,671 -18,248	-30%	-$824K	0.02%	278
2024 Q2	$2.61M	Sell	59,919 -116,515	-66%	-$5.36M	0.03%	229
2024 Q1	$8.67M	Buy	+176,434	New	+$8.39M	0.11%	96

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

HB Wealth Management's CALF Position: Q2 2026 in Review

HB Wealth Management sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2026, closing a stake of 13,202 shares — an estimated $592K sold.

HB Wealth Management first reported a position in CALF in Q1 2024 and held it in 6 quarters. The position peaked at $8.67M in Q1 2024. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

HB Wealth Management reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2026 after selling out during the quarter.
HB Wealth Management sold 13,202 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $592K.
HB Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2024 and held it in 6 quarters.
HB Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $8.67M 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 HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.