Next Level Wealth Planning’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Next Level Wealth Planning’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	$320K	Buy	7,143 +440	+7%	+$20K	0.16%	48
2025 Q4	$297K	Buy	6,703 +801	+14%	+$35.2K	0.16%	48
2025 Q3	$258K	Sell	5,902 -32	-0.5%	-$1.35K	0.15%	49
2025 Q2	$236K	Buy	+5,934	New	+$222K	0.15%	46
2025 Q1	–	Sell	-5,013	Closed	-$221K	–	50
2024 Q4	$221K	Buy	+5,013	New	+$232K	0.17%	39

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Next Level Wealth Planning's CALF Position: Q1 2026 in Review

Next Level Wealth Planning increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 6.6% in Q1 2026, buying an estimated $20K and bringing the position to 7,143 shares worth $320K. The position accounts for 0.16% of the portfolio, ranked #48.

Next Level Wealth Planning first reported a position in CALF in Q4 2024 and has held it in 5 quarters since. 389 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

Next Level Wealth Planning held 7,143 shares of Pacer US Small Cap Cash Cows 100 ETF worth $320K as of Q1 2026.
Next Level Wealth Planning bought 440 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2026, an estimated $20K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.16% of Next Level Wealth Planning's portfolio in Q1 2026, its #48 holding.
Next Level Wealth Planning first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2024 and has held it in 5 quarters since.
389 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.