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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
Q2 		$223K Sell
4,416
-215
-5% -$10.4K 0.08% 123
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
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

Intrepid Financial Planning Group's CALF Position: Q2 2026 in Review

Intrepid Financial Planning Group reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 4.6% in Q2 2026, selling an estimated $10.4K and leaving 4,416 shares worth $223K. The position accounts for 0.08% of the portfolio, ranked #123.

Intrepid Financial Planning Group first reported a position in CALF in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.07M in Q3 2024. 393 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

  • Intrepid Financial Planning Group held 4,416 shares of Pacer US Small Cap Cash Cows 100 ETF worth $223K as of Q2 2026.
  • Intrepid Financial Planning Group sold 215 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $10.4K.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.08% of Intrepid Financial Planning Group's portfolio in Q2 2026, its #123 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 14 quarters since.
  • Intrepid Financial Planning Group's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.07M in Q3 2024.
  • 393 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Intrepid Financial Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.