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

Laurel Oak 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 Q2	$1.37M	Sell	27,002 -1,563	-5%	-$75.4K	0.2%	91
2026 Q1	$1.28M	Sell	28,565 -7,661	-21%	-$349K	0.22%	89
2025 Q4	$1.61M	Buy	+36,226	New	+$1.59M	0.27%	68

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 22.9% 1-Year Est. Return

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

Laurel Oak Wealth Management's CALF Position: Q2 2026 in Review

Laurel Oak Wealth Management reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 5.5% in Q2 2026, selling an estimated $75.4K and leaving 27,002 shares worth $1.37M. The position accounts for 0.2% of the portfolio, ranked #91.

Laurel Oak Wealth Management first reported a position in CALF in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.61M in Q4 2025. 394 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Laurel Oak Wealth Management held 27,002 shares of Pacer US Small Cap Cash Cows 100 ETF worth $1.37M as of Q2 2026.
Laurel Oak Wealth Management sold 1,563 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $75.4K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.2% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #91 holding.
Laurel Oak Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2025 and has held it in 3 quarters since.
Laurel Oak Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.61M in Q4 2025.
394 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.