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

Perigon Wealth Management’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	$960K	Buy	21,388 +688	+3%	+$31.3K	0.02%	551
2025 Q4	$918K	Buy	20,700 +7,407	+56%	+$326K	0.02%	581
2025 Q3	$582K	Buy	13,293 +3,630	+38%	+$153K	0.01%	684
2025 Q2	$385K	Buy	+9,663	New	+$362K	0.01%	754
2025 Q1	–	Sell	-6,023	Closed	-$271K	–	1040
2024 Q4	$271K	Buy	+6,023	New	+$279K	0.01%	856

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

Perigon Wealth Management's CALF Position: Q1 2026 in Review

Perigon Wealth Management increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 3.3% in Q1 2026, buying an estimated $31.3K and bringing the position to 21,388 shares worth $960K. The position accounts for 0.02% of the portfolio, ranked #551.

Perigon Wealth Management 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.

Perigon Wealth Management held 21,388 shares of Pacer US Small Cap Cash Cows 100 ETF worth $960K as of Q1 2026.
Perigon Wealth Management bought 688 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2026, an estimated $31.3K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.02% of Perigon Wealth Management's portfolio in Q1 2026, its #551 holding.
Perigon Wealth Management 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 Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.