OFC Financial Planning’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

OFC Financial 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 Q3	$337K	Buy	6,329 +15	+0.2%	+$824	0.29%	47
2026 Q2	$320K	Hold	6,314	–	–	0.28%	46
2026 Q1	$283K	Hold	6,314	–	–	0.28%	48
2025 Q4	$280K	Sell	6,314 -1,990	-24%	-$87.5K	0.27%	48
2025 Q3	$364K	Sell	8,304 -180	-2%	-$7.59K	0.36%	46
2025 Q2	$338K	Sell	8,484 -362	-4%	-$13.6K	0.36%	46
2025 Q1	$332K	Buy	8,846 +549	+7%	+$22.8K	0.38%	44
2024 Q4	$365K	Buy	+8,297	New	+$384K	0.39%	45

Other funds holding CALF

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

OFC Financial Planning's CALF Position: Q3 2026 in Review

OFC Financial Planning increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 0.24% in Q3 2026, buying an estimated $824 and bringing the position to 6,329 shares worth $337K. The position accounts for 0.29% of the portfolio, ranked #47.

OFC Financial Planning first reported a position in CALF in Q4 2024 and has held it in 8 quarters since. The position peaked at $365K in Q4 2024. 369 funds tracked by Wall St. Rank hold CALF as of Q3 2026.

OFC Financial Planning held 6,329 shares of Pacer US Small Cap Cash Cows 100 ETF worth $337K as of Q3 2026.
OFC Financial Planning bought 15 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2026, an estimated $824.
Pacer US Small Cap Cash Cows 100 ETF made up 0.29% of OFC Financial Planning's portfolio in Q3 2026, its #47 holding.
OFC Financial Planning first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2024 and has held it in 8 quarters since.
OFC Financial Planning's Pacer US Small Cap Cash Cows 100 ETF position peaked at $365K in Q4 2024.
369 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2026.

Based on OFC Financial Planning's 13F filing for Q3 2026, filed 6 Nov 2026.