IFG
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Independent Financial Group’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Independent Financial 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 		$4.05M Buy
79,954
+1,100
+1% +$53.1K 0.08% 254
2026
Q1 		$3.54M Buy
78,854
+3,504
+5% +$159K 0.08% 248
2025
Q4 		$3.34M Buy
75,350
+4,149
+6% +$182K 0.07% 251
2025
Q3 		$3.12M Sell
71,201
-18,690
-21% -$788K 0.07% 254
2025
Q2 		$3.58M Sell
89,891
-110,551
-55% -$4.14M 0.1% 203
2025
Q1 		$7.52M Sell
200,442
-222,713
-53% -$9.23M 0.26% 69
2024
Q4 		$18.6M Buy
423,155
+13,811
+3% +$639K 0.62% 25
2024
Q3 		$19M Buy
409,344
+101,439
+33% +$4.58M 0.7% 19
2024
Q2 		$13.4M Sell
307,905
-47,736
-13% -$2.2M 0.54% 26
2024
Q1 		$17.5M Buy
355,641
+126,015
+55% +$5.99M 0.8% 17
2023
Q4 		$11M Buy
229,626
+181,481
+377% +$7.79M 0.59% 21
2023
Q3 		$2.01M Buy
48,145
+16,426
+52% +$693K 0.13% 181
2023
Q2 		$1.29M Buy
31,719
+9,020
+40% +$343K 0.09% 254
2023
Q1 		$864K Buy
22,699
+10,511
+86% +$405K 0.07% 314
2022
Q4 		$438K Buy
12,188
+4,388
+56% +$162K 0.04% 452
2022
Q3 		$254K Sell
7,800
-2,041
-21% -$74.1K 0.02% 588
2022
Q2 		$332K Sell
9,841
-2,202
-18% -$83K 0.04% 473
2022
Q1 		$483K Sell
12,043
-5,294
-31% -$218K 0.04% 438
2021
Q4 		$742K Sell
17,337
-1,192
-6% -$52.4K 0.06% 323
2021
Q3 		$786K Buy
18,529
+7,931
+75% +$343K 0.08% 271
2021
Q2 		$473K Buy
10,598
+1,748
+20% +$75.2K 0.05% 384
2021
Q1 		$363K Buy
+8,850
New +$334K 0.05% 412

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

Independent Financial Group's CALF Position: Q2 2026 in Review

Independent Financial Group increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 1.4% in Q2 2026, buying an estimated $53.1K and bringing the position to 79,954 shares worth $4.05M. The position accounts for 0.08% of the portfolio, ranked #254.

Independent Financial Group first reported a position in CALF in Q1 2021 and has held it in 22 quarters since. The position peaked at $19M in Q3 2024. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

  • Independent Financial Group held 79,954 shares of Pacer US Small Cap Cash Cows 100 ETF worth $4.05M as of Q2 2026.
  • Independent Financial Group bought 1,100 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $53.1K.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.08% of Independent Financial Group's portfolio in Q2 2026, its #254 holding.
  • Independent Financial Group first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2021 and has held it in 22 quarters since.
  • Independent Financial Group's Pacer US Small Cap Cash Cows 100 ETF position peaked at $19M in Q3 2024.
  • 392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.