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 Q2	$2.07M	Sell	40,944 -4,972	-11%	-$240K	0.04%	386
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 $1.55T 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

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

IHT Wealth Management reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 11% in Q2 2026, selling an estimated $240K and leaving 40,944 shares worth $2.07M. The position accounts for 0.04% of the portfolio, ranked #386.

IHT Wealth Management first reported a position in CALF in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.39M in Q4 2024. 394 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

IHT Wealth Management held 40,944 shares of Pacer US Small Cap Cash Cows 100 ETF worth $2.07M as of Q2 2026.
IHT Wealth Management sold 4,972 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $240K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #386 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 15 quarters since.
IHT Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $6.39M in Q4 2024.
394 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.