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

Perissos Private 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	–	Sell	-5,154	Closed	-$229K	–	73
2025 Q4	$229K	Sell	5,154 -2,769	-35%	-$122K	0.2%	66
2025 Q3	$347K	Sell	7,923 -770	-9%	-$32.5K	0.25%	53
2025 Q2	$346K	Sell	8,693 -1,734	-17%	-$65K	0.27%	53
2025 Q1	$391K	Sell	10,427 -19,802	-66%	-$821K	0.36%	51
2024 Q4	$1.33M	Buy	30,229 +675	+2%	+$31.2K	0.99%	35
2024 Q3	$1.37M	Buy	29,554 +23,473	+386%	+$1.06M	1.1%	31
2024 Q2	$265K	Sell	6,081 -42,468	-87%	-$1.95M	0.24%	67
2024 Q1	$2.39M	Buy	+48,549	New	+$2.31M	2.16%	17

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

Perissos Private Wealth Management's CALF Position: Q1 2026 in Review

Perissos Private Wealth Management sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q1 2026, closing a stake of 5,154 shares — an estimated $229K sold.

Perissos Private Wealth Management first reported a position in CALF in Q1 2024 and held it in 8 quarters. The position peaked at $2.39M in Q1 2024. 389 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

Perissos Private Wealth Management reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q1 2026 after selling out during the quarter.
Perissos Private Wealth Management sold 5,154 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2026, an estimated $229K.
Perissos Private Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2024 and held it in 8 quarters.
Perissos Private Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $2.39M in Q1 2024.
389 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.