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 Q3	$687K	Hold	12,897	–	–	0.11%	149
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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Key Financial Inc's CALF Position: Q3 2026 in Review

Key Financial Inc held its Pacer US Small Cap Cash Cows 100 ETF (CALF) position steady in Q3 2026 at 12,897 shares worth $687K. The position accounts for 0.11% of the portfolio, ranked #149.

Key Financial Inc first reported a position in CALF in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.05M in Q4 2024. 369 funds tracked by Wall St. Rank hold CALF as of Q3 2026.

Key Financial Inc held 12,897 shares of Pacer US Small Cap Cash Cows 100 ETF worth $687K as of Q3 2026.
Key Financial Inc left its Pacer US Small Cap Cash Cows 100 ETF share count unchanged in Q3 2026.
Pacer US Small Cap Cash Cows 100 ETF made up 0.11% of Key Financial Inc's portfolio in Q3 2026, its #149 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 10 quarters since.
Key Financial Inc's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.05M in Q4 2024.
369 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.