Moneta Group Investment Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Moneta Group Investment 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	$644K	Sell	12,721 -30,027	-70%	-$1.45M	﹤0.01%	491
2026 Q1	$1.92M	Sell	42,748 -15,673	-27%	-$713K	0.01%	271
2025 Q4	$2.59M	Sell	58,421 -10,945	-16%	-$481K	0.02%	238
2025 Q3	$3.04M	Buy	+69,366	New	+$2.93M	0.02%	219
2023 Q2	–	Sell	-18,392	Closed	-$700K	–	549
2023 Q1	$700K	Sell	18,392 -15,153	-45%	-$583K	0.02%	259
2022 Q4	$1.33M	Buy	+33,545	New	+$1.24M	0.04%	185

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

Moneta Group Investment Advisors's CALF Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 70% in Q2 2026, selling an estimated $1.45M and leaving 12,721 shares worth $644K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Moneta Group Investment Advisors first reported a position in CALF in Q4 2022 and has held it in 6 quarters since. The position peaked at $3.04M in Q3 2025. 394 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Moneta Group Investment Advisors held 12,721 shares of Pacer US Small Cap Cash Cows 100 ETF worth $644K as of Q2 2026.
Moneta Group Investment Advisors sold 30,027 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $1.45M.
Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #491 holding.
Moneta Group Investment Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2022 and has held it in 6 quarters since.
Moneta Group Investment Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $3.04M in Q3 2025.
394 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.