Jacksonville Wealth Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Jacksonville 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 Q1	–	Sell	-5,483	Closed	-$243K	–	69
2025 Q4	$243K	Sell	5,483 -4,174	-43%	-$183K	0.17%	66
2025 Q3	$423K	Sell	9,657 -2,426	-20%	-$102K	0.31%	46
2025 Q2	$481K	Hold	12,083	–	–	0.39%	43
2025 Q1	$453K	Hold	12,083	–	–	0.45%	41
2024 Q4	$532K	Buy	+12,083	New	+$559K	0.5%	40

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

Jacksonville Wealth Management's CALF Position: Q1 2026 in Review

Jacksonville Wealth Management sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2026, closing a stake of 5,483 shares — an estimated $243K sold.

Jacksonville Wealth Management first reported a position in CALF in Q4 2024 and held it in 5 quarters. The position peaked at $532K in Q4 2024. 389 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

Jacksonville Wealth Management reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2026 after selling out during the quarter.
Jacksonville Wealth Management sold 5,483 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2026, an estimated $243K.
Jacksonville Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2024 and held it in 5 quarters.
Jacksonville Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $532K in Q4 2024.
389 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on Jacksonville Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.