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

National Wealth Management Group’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	$444K	Sell	8,764 -473	-5%	-$22.8K	0.14%	132
2026 Q1	$414K	Sell	9,237 -38	-0.4%	-$1.73K	0.15%	133
2025 Q4	$412K	Sell	9,275 -46,677	-83%	-$2.05M	0.14%	145
2025 Q3	$2.45M	Sell	55,952 -6,433	-10%	-$271K	0.92%	28
2025 Q2	$2.48M	Buy	62,385 +170	+0.3%	+$6.37K	1.39%	20
2025 Q1	$2.33M	Buy	62,215 +621	+1%	+$25.7K	1.53%	16
2024 Q4	$2.71M	Buy	61,594 +13,569	+28%	+$628K	1.8%	13
2024 Q3	$2.23M	Buy	48,025 +1,971	+4%	+$89K	1.51%	18
2024 Q2	$2.01M	Buy	46,054 +1,334	+3%	+$61.4K	1.53%	20
2024 Q1	$2.2M	Buy	44,720 +36,062	+417%	+$1.71M	1.71%	16
2023 Q4	$416K	Buy	+8,658	New	+$372K	0.4%	76

Other funds holding CALF

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

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

National Wealth Management Group's CALF Position: Q2 2026 in Review

National Wealth Management Group reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 5.1% in Q2 2026, selling an estimated $22.8K and leaving 8,764 shares worth $444K. The position accounts for 0.14% of the portfolio, ranked #132.

National Wealth Management Group first reported a position in CALF in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.71M in Q4 2024. 72 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

National Wealth Management Group held 8,764 shares of Pacer US Small Cap Cash Cows 100 ETF worth $444K as of Q2 2026.
National Wealth Management Group sold 473 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $22.8K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.14% of National Wealth Management Group's portfolio in Q2 2026, its #132 holding.
National Wealth Management Group first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and has held it in 11 quarters since.
National Wealth Management Group's Pacer US Small Cap Cash Cows 100 ETF position peaked at $2.71M 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 National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.