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

Lodestone 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	$1.4M	Buy	27,670 +1,425	+5%	+$68.8K	0.49%	61
2026 Q1	$1.18M	Buy	26,245 +1,285	+5%	+$58.5K	0.47%	61
2025 Q4	$1.11M	Sell	24,960 -716	-3%	-$31.5K	0.45%	64
2025 Q3	$1.12M	Buy	25,676 +951	+4%	+$40.1K	0.51%	60
2025 Q2	$984K	Sell	24,725 -6,594	-21%	-$247K	0.48%	62
2025 Q1	$1.17M	Buy	+31,319	New	+$1.3M	0.62%	54
2024 Q4	–	Sell	-26,643	Closed	-$1.24M	–	152
2024 Q3	$1.24M	Sell	26,643 -1,861	-7%	-$84K	0.62%	58
2024 Q2	$1.24M	Buy	28,504 +1,708	+6%	+$78.6K	0.65%	55
2024 Q1	$1.32M	Sell	26,796 -204	-0.8%	-$9.7K	0.69%	53
2023 Q4	$1.3M	Buy	+27,000	New	+$1.16M	0.75%	49
2023 Q3	–	Sell	-25,685	Closed	-$1.05M	–	128
2023 Q2	$1.05M	Buy	25,685 +5,652	+28%	+$215K	0.72%	47
2023 Q1	$762K	Buy	20,033 +397	+2%	+$15.3K	0.59%	52
2022 Q4	$706K	Buy	+19,636	New	+$725K	0.57%	55

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

Lodestone Wealth Management's CALF Position: Q2 2026 in Review

Lodestone Wealth Management increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 5.4% in Q2 2026, buying an estimated $68.8K and bringing the position to 27,670 shares worth $1.4M. The position accounts for 0.49% of the portfolio, ranked #61.

Lodestone Wealth Management first reported a position in CALF in Q4 2022 and has held it in 13 quarters since. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Lodestone Wealth Management held 27,670 shares of Pacer US Small Cap Cash Cows 100 ETF worth $1.4M as of Q2 2026.
Lodestone Wealth Management bought 1,425 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $68.8K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.49% of Lodestone Wealth Management's portfolio in Q2 2026, its #61 holding.
Lodestone Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2022 and has held it in 13 quarters since.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.