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

IHT 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 Q1	$2.06M	Sell	45,916 -8,888	-16%	-$404K	0.05%	363
2025 Q4	$2.43M	Sell	54,804 -8,178	-13%	-$359K	0.06%	297
2025 Q3	$2.76M	Sell	62,982 -74,947	-54%	-$3.16M	0.07%	266
2025 Q2	$5.49M	Sell	137,929 -2,040	-1%	-$76.4K	0.15%	136
2025 Q1	$5.25M	Sell	139,969 -5,137	-4%	-$213K	0.16%	128
2024 Q4	$6.39M	Buy	145,106 +43,856	+43%	+$2.03M	0.21%	99
2024 Q3	$4.71M	Buy	101,250 +11,629	+13%	+$525K	0.13%	151
2024 Q2	$3.9M	Buy	89,621 +3,509	+4%	+$162K	0.15%	144
2024 Q1	$4.23M	Buy	86,112 +20,325	+31%	+$966K	0.17%	122
2023 Q4	$3.16M	Buy	65,787 +54,002	+458%	+$2.32M	0.14%	149
2023 Q3	$491K	Buy	11,785 +2,618	+29%	+$111K	0.02%	563
2023 Q2	$373K	Buy	9,167 +2,063	+29%	+$78.3K	0.02%	640
2023 Q1	$270K	Buy	7,104 +382	+6%	+$14.7K	0.02%	735
2022 Q4	$242K	Buy	+6,722	New	+$248K	0.02%	744

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IHT Wealth Management's CALF Position: Q1 2026 in Review

IHT Wealth Management reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 16% in Q1 2026, selling an estimated $404K and leaving 45,916 shares worth $2.06M. The position accounts for 0.05% of the portfolio, ranked #363.

IHT Wealth Management first reported a position in CALF in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.39M in Q4 2024. 389 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

IHT Wealth Management held 45,916 shares of Pacer US Small Cap Cash Cows 100 ETF worth $2.06M as of Q1 2026.
IHT Wealth Management sold 8,888 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2026, an estimated $404K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.05% of IHT Wealth Management's portfolio in Q1 2026, its #363 holding.
IHT Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2022 and has held it in 14 quarters since.
IHT Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $6.39M in Q4 2024.
389 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.