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

Intrepid Financial Planning 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 Q1	$208K	Sell	4,631 -218	-4%	-$9.92K	0.08%	116
2025 Q4	$215K	Sell	4,849 -50	-1%	-$2.2K	0.08%	111
2025 Q3	$214K	Sell	4,899 -332	-6%	-$14K	0.08%	117
2025 Q2	$208K	Sell	5,231 -116	-2%	-$4.34K	0.09%	116
2025 Q1	$200K	Sell	5,347 -14,198	-73%	-$589K	0.09%	110
2024 Q4	$860K	Sell	19,545 -3,510	-15%	-$162K	0.36%	54
2024 Q3	$1.07M	Buy	23,055 +1,724	+8%	+$77.8K	0.46%	49
2024 Q2	$929K	Buy	21,331 +2,659	+14%	+$122K	0.4%	50
2024 Q1	$918K	Buy	18,672 +7,173	+62%	+$341K	0.4%	51
2023 Q4	$552K	Buy	11,499 +4,739	+70%	+$204K	0.26%	61
2023 Q3	$282K	Buy	6,760 +523	+8%	+$22.1K	0.15%	86
2023 Q2	$254K	Buy	6,237 +950	+18%	+$36.1K	0.12%	98
2023 Q1	$201K	Buy	+5,287	New	+$204K	0.1%	106

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

Intrepid Financial Planning Group's CALF Position: Q1 2026 in Review

Intrepid Financial Planning Group reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 4.5% in Q1 2026, selling an estimated $9.92K and leaving 4,631 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #116.

Intrepid Financial Planning Group first reported a position in CALF in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.07M in Q3 2024. 389 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

Intrepid Financial Planning Group held 4,631 shares of Pacer US Small Cap Cash Cows 100 ETF worth $208K as of Q1 2026.
Intrepid Financial Planning Group sold 218 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2026, an estimated $9.92K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.08% of Intrepid Financial Planning Group's portfolio in Q1 2026, its #116 holding.
Intrepid Financial Planning Group first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2023 and has held it in 13 quarters since.
Intrepid Financial Planning Group's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.07M in Q3 2024.
389 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q1 2026, filed 13 May 2026.