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 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

OFC Financial Planning's CALF Position: Q2 2026 in Review

OFC Financial Planning held its Pacer US Small Cap Cash Cows 100 ETF (CALF) position steady in Q2 2026 at 6,314 shares worth $320K. The position accounts for 0.28% of the portfolio, ranked #46.

OFC Financial Planning first reported a position in CALF in Q4 2024 and has held it in 7 quarters since. The position peaked at $365K in Q4 2024. 250 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

OFC Financial Planning held 6,314 shares of Pacer US Small Cap Cash Cows 100 ETF worth $320K as of Q2 2026.
OFC Financial Planning left its Pacer US Small Cap Cash Cows 100 ETF share count unchanged in Q2 2026.
Pacer US Small Cap Cash Cows 100 ETF made up 0.28% of OFC Financial Planning's portfolio in Q2 2026, its #46 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 7 quarters since.
OFC Financial Planning's Pacer US Small Cap Cash Cows 100 ETF position peaked at $365K in Q4 2024.
250 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.