Key Financial Inc’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Key Financial Inc’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	$653K	Hold	12,897	–	–	0.11%	156
2026 Q1	$579K	Buy	12,897 +2,580	+25%	+$117K	0.1%	163
2025 Q4	$458K	Buy	10,317 +1,935	+23%	+$85K	0.08%	183
2025 Q3	$369K	Hold	8,382	–	–	0.07%	208
2025 Q2	$334K	Hold	8,382	–	–	0.07%	211
2025 Q1	$314K	Sell	8,382 -15,542	-65%	-$644K	0.07%	206
2024 Q4	$1.05M	Buy	23,924 +8,709	+57%	+$403K	0.24%	76
2024 Q3	$708K	Buy	15,215 +1,530	+11%	+$69.1K	0.16%	117
2024 Q2	$596K	Buy	+13,685	New	+$630K	0.14%	125

Other funds holding CALF

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 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

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return

HFS

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

Key Financial Inc's CALF Position: Q2 2026 in Review

Key Financial Inc held its Pacer US Small Cap Cash Cows 100 ETF (CALF) position steady in Q2 2026 at 12,897 shares worth $653K. The position accounts for 0.11% of the portfolio, ranked #156.

Key Financial Inc first reported a position in CALF in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.05M in Q4 2024. 173 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Key Financial Inc held 12,897 shares of Pacer US Small Cap Cash Cows 100 ETF worth $653K as of Q2 2026.
Key Financial Inc left its Pacer US Small Cap Cash Cows 100 ETF share count unchanged in Q2 2026.
Pacer US Small Cap Cash Cows 100 ETF made up 0.11% of Key Financial Inc's portfolio in Q2 2026, its #156 holding.
Key Financial Inc first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2024 and has held it in 9 quarters since.
Key Financial Inc's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.05M in Q4 2024.
173 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.