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

Medallion 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
Q1 		$108K Hold
2,413
– – 0.04% 339
2025
Q4 		$107K Hold
2,413
– – 0.04% 348
2025
Q3 		$106K Hold
2,413
– – 0.04% 345
2025
Q2 		$96.3K Hold
2,413
– – 0.04% 356
2025
Q1 		$90.5K Sell
2,413
-50
-2% -$2.07K 0.04% 323
2024
Q4 		$94.1K Buy
+2,463
New +$114K 0.05% 312

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Medallion Wealth Advisors's CALF Position: Q1 2026 in Review

Medallion Wealth Advisors held its Pacer US Small Cap Cash Cows 100 ETF (CALF) position steady in Q1 2026 at 2,413 shares worth $108K. The position accounts for 0.04% of the portfolio, ranked #339.

Medallion Wealth Advisors first reported a position in CALF in Q4 2024 and has held it in 6 quarters since. 389 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

  • Medallion Wealth Advisors held 2,413 shares of Pacer US Small Cap Cash Cows 100 ETF worth $108K as of Q1 2026.
  • Medallion Wealth Advisors left its Pacer US Small Cap Cash Cows 100 ETF share count unchanged in Q1 2026.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.04% of Medallion Wealth Advisors's portfolio in Q1 2026, its #339 holding.
  • Medallion Wealth Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2024 and has held it in 6 quarters since.
  • 389 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.