Legacy Wealth Management (Idaho)’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Legacy Wealth Management (Idaho)’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	$345K	Buy	6,825 +4,029	+144%	+$194K	0.14%	136
2026 Q1	$125K	Buy	2,796 +25	+0.9%	+$1.14K	0.06%	155
2025 Q4	$123K	Sell	2,771 -2	-0.1%	-$88	0.06%	134
2025 Q3	$121K	Sell	2,773 -49	-2%	-$2.07K	0.05%	116
2025 Q2	$112K	Sell	2,822 -876	-24%	-$32.8K	0.06%	105
2025 Q1	$139K	Buy	3,698 +3,686	+30,717%	+$153K	0.1%	86
2024 Q4	$510	Hold	12	–	–	﹤0.01%	662
2024 Q3	$569	Buy	+12	New	+$542	﹤0.01%	599

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

Legacy Wealth Management (Idaho)'s CALF Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 144% in Q2 2026, buying an estimated $194K and bringing the position to 6,825 shares worth $345K. The position accounts for 0.14% of the portfolio, ranked #136.

Legacy Wealth Management (Idaho) first reported a position in CALF in Q3 2024 and has held it in 8 quarters since. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Legacy Wealth Management (Idaho) held 6,825 shares of Pacer US Small Cap Cash Cows 100 ETF worth $345K as of Q2 2026.
Legacy Wealth Management (Idaho) bought 4,029 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $194K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.14% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #136 holding.
Legacy Wealth Management (Idaho) first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2024 and has held it in 8 quarters since.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.