MSWA
CALF icon

Marshall & Sterling Wealth Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Marshall & Sterling Wealth Advisors’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 		– Sell
-6
Closed -$277 – 341
2026
Q1 		$277 Hold
6
– – ﹤0.01% 329
2025
Q4 		$272 Sell
6
-1
-14% -$44 ﹤0.01% 328
2025
Q3 		$268 Hold
7
– – ﹤0.01% 633
2025
Q2 		$243 Buy
7
+1
+17% +$37 ﹤0.01% 620
2025
Q1 		$229 Sell
6
-36,248
-100% -$1.5M ﹤0.01% 626
2024
Q4 		$1.6M Buy
+36,254
New +$1.68M 1.1% 27

Other funds holding CALF

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HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PPWP
Premier Path Wealth Partners Madison, New Jersey $870M AUM 30% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CALF Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2026, closing a stake of 6 shares — an estimated $277 sold.

Marshall & Sterling Wealth Advisors first reported a position in CALF in Q4 2024 and held it in 6 quarters. The position peaked at $1.6M in Q4 2024. 72 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

  • Marshall & Sterling Wealth Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2026 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 6 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $277.
  • Marshall & Sterling Wealth Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2024 and held it in 6 quarters.
  • Marshall & Sterling Wealth Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.6M in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.