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

Modern 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	$2.34M	Buy	46,300 +18,529	+67%	+$894K	0.03%	366
2026 Q1	$1.25M	Sell	27,771 -249,221	-90%	-$11.3M	0.02%	378
2025 Q4	$12.3M	Sell	276,992 -136,073	-33%	-$5.98M	0.22%	117
2025 Q3	$18.1M	Sell	413,065 -57,584	-12%	-$2.43M	0.36%	78
2025 Q2	$18.7M	Buy	470,649 +16,004	+4%	+$599K	0.46%	56
2025 Q1	$17M	Buy	454,645 +62,830	+16%	+$2.61M	0.54%	42
2024 Q4	$17.2M	Buy	391,815 +24,812	+7%	+$1.15M	0.64%	35
2024 Q3	$17.1M	Buy	+367,003	New	+$16.6M	1.05%	21

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

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

Modern Wealth Management increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 67% in Q2 2026, buying an estimated $894K and bringing the position to 46,300 shares worth $2.34M. The position accounts for 0.03% of the portfolio, ranked #366.

Modern Wealth Management first reported a position in CALF in Q3 2024 and has held it in 8 quarters since. The position peaked at $18.7M in Q2 2025. 393 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Modern Wealth Management held 46,300 shares of Pacer US Small Cap Cash Cows 100 ETF worth $2.34M as of Q2 2026.
Modern Wealth Management bought 18,529 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $894K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #366 holding.
Modern Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2024 and has held it in 8 quarters since.
Modern Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $18.7M in Q2 2025.
393 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.