IVC Wealth Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

IVC Wealth Advisors’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	–	Sell	-5,186	Closed	-$233K	–	178
2026 Q1	$233K	Sell	5,186 -1,312	-20%	-$59.7K	0.1%	159
2025 Q4	$288K	Sell	6,498 -3,352	-34%	-$147K	0.13%	134
2025 Q3	$431K	Sell	9,850 -1,743	-15%	-$73.5K	0.19%	98
2025 Q2	$462K	Sell	11,593 -690	-6%	-$25.8K	0.23%	85
2025 Q1	$461K	Sell	12,283 -27,501	-69%	-$1.14M	0.25%	82
2024 Q4	$1.75M	Buy	39,784 +2,160	+6%	+$100K	0.98%	19
2024 Q3	$1.75M	Buy	37,624 +3,248	+9%	+$147K	0.96%	22
2024 Q2	$1.5M	Buy	34,376 +3,075	+10%	+$142K	0.84%	27
2024 Q1	$1.54M	Buy	31,301 +4,781	+18%	+$227K	0.89%	26
2023 Q4	$1.27M	Buy	+26,520	New	+$1.14M	0.79%	28

Other funds holding CALF

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IVC Wealth Advisors's CALF Position: Q2 2026 in Review

IVC Wealth Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2026, closing a stake of 5,186 shares — an estimated $233K sold.

IVC Wealth Advisors first reported a position in CALF in Q4 2023 and held it in 10 quarters. The position peaked at $1.75M in Q4 2024. 57 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

IVC Wealth Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2026 after selling out during the quarter.
IVC Wealth Advisors sold 5,186 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $233K.
IVC Wealth Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and held it in 10 quarters.
IVC Wealth Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.75M in Q4 2024.
57 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.