Opal Wealth Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Opal Wealth Advisors’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	$317K	Sell	7,063 -608	-8%	-$27.7K	0.07%	142
2025 Q4	$340K	Sell	7,671 -892	-10%	-$39.2K	0.09%	143
2025 Q3	$375K	Sell	8,563 -2,553	-23%	-$108K	0.1%	120
2025 Q2	$443K	Sell	11,116 -5,648	-34%	-$212K	0.12%	89
2025 Q1	$629K	Buy	16,764 +1,694	+11%	+$70.2K	0.19%	64
2024 Q4	$663K	Sell	15,070 -74	-0.5%	-$3.42K	0.2%	70
2024 Q3	$705K	Buy	15,144 +3,108	+26%	+$140K	0.22%	60
2024 Q2	$524K	Buy	12,036 +1,693	+16%	+$77.9K	0.17%	76
2024 Q1	$508K	Buy	10,343 +1,858	+22%	+$88.3K	0.17%	79
2023 Q4	$408K	Buy	8,485 +93	+1%	+$3.99K	0.16%	97
2023 Q3	$350K	Buy	8,392 +3,311	+65%	+$140K	0.2%	84
2023 Q2	$207K	Buy	+5,081	New	+$193K	0.1%	136

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

Opal Wealth Advisors's CALF Position: Q1 2026 in Review

Opal Wealth Advisors reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 7.9% in Q1 2026, selling an estimated $27.7K and leaving 7,063 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #142.

Opal Wealth Advisors first reported a position in CALF in Q2 2023 and has held it in 12 quarters since. The position peaked at $705K in Q3 2024. 389 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

Opal Wealth Advisors held 7,063 shares of Pacer US Small Cap Cash Cows 100 ETF worth $317K as of Q1 2026.
Opal Wealth Advisors sold 608 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2026, an estimated $27.7K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.07% of Opal Wealth Advisors's portfolio in Q1 2026, its #142 holding.
Opal Wealth Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2023 and has held it in 12 quarters since.
Opal Wealth Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $705K in Q3 2024.
389 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.