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Moneywise Inc’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Moneywise Inc’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 		$1.08M Sell
21,298
-4,210
-17% -$203K 0.4% 48
2026
Q1 		$1.14M Sell
25,508
-5,574
-18% -$254K 0.5% 41
2025
Q4 		$1.38M Sell
31,082
-32,309
-51% -$1.42M 0.57% 39
2025
Q3 		$2.78M Sell
63,391
-2,935
-4% -$124K 1.26% 20
2025
Q2 		$2.64M Sell
66,326
-24,316
-27% -$911K 1.24% 19
2025
Q1 		$3.4M Sell
90,642
-23,485
-21% -$974K 1.8% 15
2024
Q4 		$5.02M Sell
114,127
-53,598
-32% -$2.48M 2.52% 12
2024
Q3 		$7.8M Sell
167,725
-44,064
-21% -$1.99M 3.84% 8
2024
Q2 		$9.23M Sell
211,789
-37,077
-15% -$1.71M 4.88% 6
2024
Q1 		$12.2M Sell
248,866
-54,844
-18% -$2.61M 6.65% 4
2023
Q4 		$14.6M Buy
303,710
+16,688
+6% +$717K 8.38% 4
2023
Q3 		$12M Buy
287,022
+30,730
+12% +$1.3M 7.51% 5
2023
Q2 		$10.4M Buy
256,292
+43,390
+20% +$1.65M 6.47% 5
2023
Q1 		$8.1M Buy
212,902
+50,810
+31% +$1.96M 5.24% 6
2022
Q4 		$5.83M Buy
162,092
+46,318
+40% +$1.71M 4.36% 6
2022
Q3 		$3.76M Buy
115,774
+71,931
+164% +$2.61M 3.07% 8
2022
Q2 		$1.48M Buy
+43,843
New +$1.65M 1.15% 20

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Moneywise Inc's CALF Position: Q2 2026 in Review

Moneywise Inc reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 17% in Q2 2026, selling an estimated $203K and leaving 21,298 shares worth $1.08M. The position accounts for 0.4% of the portfolio, ranked #48.

Moneywise Inc first reported a position in CALF in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.6M in Q4 2023. 393 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

  • Moneywise Inc held 21,298 shares of Pacer US Small Cap Cash Cows 100 ETF worth $1.08M as of Q2 2026.
  • Moneywise Inc sold 4,210 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $203K.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.4% of Moneywise Inc's portfolio in Q2 2026, its #48 holding.
  • Moneywise Inc first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2022 and has held it in 17 quarters since.
  • Moneywise Inc's Pacer US Small Cap Cash Cows 100 ETF position peaked at $14.6M in Q4 2023.
  • 393 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Moneywise Inc's 13F filing for Q2 2026, filed 21 Jul 2026.