KPP Advisory Services’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

KPP Advisory Services’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	$1.15M	Sell	22,793 -4,102	-15%	-$198K	0.15%	128
2026 Q1	$1.21M	Sell	26,895 -10,214	-28%	-$465K	0.18%	122
2025 Q4	$1.65M	Sell	37,109 -9,223	-20%	-$405K	0.24%	98
2025 Q3	$2.03M	Sell	46,332 -138,718	-75%	-$5.85M	0.3%	79
2025 Q2	$7.37M	Sell	185,050 -3,351	-2%	-$126K	1.22%	19
2025 Q1	$7.07M	Sell	188,401 -25,697	-12%	-$1.07M	1.34%	18
2024 Q4	$9.42M	Sell	214,098 -16,594	-7%	-$768K	2.22%	8
2024 Q3	$10.7M	Sell	230,692 -53,690	-19%	-$2.42M	2.58%	8
2024 Q2	$12.4M	Buy	284,382 +8,321	+3%	+$383K	3.29%	4
2024 Q1	$13.6M	Buy	+276,061	New	+$13.1M	3.73%	3
2023 Q4	–	Sell	-292,083	Closed	-$12.2M	–	132
2023 Q3	$12.2M	Buy	+292,083	New	+$12.3M	4.02%	4

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

KPP Advisory Services's CALF Position: Q2 2026 in Review

KPP Advisory Services reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 15% in Q2 2026, selling an estimated $198K and leaving 22,793 shares worth $1.15M. The position accounts for 0.15% of the portfolio, ranked #128.

KPP Advisory Services first reported a position in CALF in Q3 2023 and has held it in 11 quarters since. The position peaked at $13.6M in Q1 2024. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

KPP Advisory Services held 22,793 shares of Pacer US Small Cap Cash Cows 100 ETF worth $1.15M as of Q2 2026.
KPP Advisory Services sold 4,102 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $198K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.15% of KPP Advisory Services's portfolio in Q2 2026, its #128 holding.
KPP Advisory Services first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2023 and has held it in 11 quarters since.
KPP Advisory Services's Pacer US Small Cap Cash Cows 100 ETF position peaked at $13.6M in Q1 2024.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.