Plan Group Financial’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Plan Group Financial’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	$2.98M	Buy	51,985 +32,123	+162%	+$1.77M	0.58%	57
2026 Q2	$1.01M	Sell	19,862 -1,380	-6%	-$66.6K	0.21%	90
2026 Q1	$953K	Sell	21,242 -9,063	-30%	-$412K	0.22%	95
2025 Q4	$1.34M	Sell	30,305 -11,911	-28%	-$523K	0.35%	77
2025 Q3	$1.85M	Sell	42,216 -19,639	-32%	-$828K	0.5%	71
2025 Q2	$2.46M	Sell	61,855 -29,655	-32%	-$1.11M	0.81%	38
2025 Q1	$3.43M	Sell	91,510 -71	-0.1%	-$2.94K	1.23%	20
2024 Q4	$4.03M	Buy	91,581 +2,788	+3%	+$129K	2.13%	16
2024 Q3	$4.13M	Buy	88,793 +25,345	+40%	+$1.14M	2.18%	17
2024 Q2	$2.76M	Sell	63,448 -14,951	-19%	-$688K	1.69%	17
2024 Q1	$3.85M	Buy	78,399 +11,756	+18%	+$559K	2.53%	16
2023 Q4	$3.2M	Buy	66,643 +29,098	+78%	+$1.25M	2.81%	16
2023 Q3	$1.57M	Sell	37,545 -9,713	-21%	-$410K	1.13%	22
2023 Q2	$2.02M	Buy	+47,258	New	+$1.79M	1.69%	16

Other funds holding CALF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return

Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Plan Group Financial's CALF Position: Q3 2026 in Review

Plan Group Financial increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 162% in Q3 2026, buying an estimated $1.77M and bringing the position to 51,985 shares worth $2.98M. The position accounts for 0.58% of the portfolio, ranked #57.

Plan Group Financial first reported a position in CALF in Q2 2023 and has held it in 14 quarters since. The position peaked at $4.13M in Q3 2024. 112 funds tracked by Wall St. Rank hold CALF as of Q3 2026.

Plan Group Financial held 51,985 shares of Pacer US Small Cap Cash Cows 100 ETF worth $2.98M as of Q3 2026.
Plan Group Financial bought 32,123 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2026, an estimated $1.77M.
Pacer US Small Cap Cash Cows 100 ETF made up 0.58% of Plan Group Financial's portfolio in Q3 2026, its #57 holding.
Plan Group Financial first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2023 and has held it in 14 quarters since.
Plan Group Financial's Pacer US Small Cap Cash Cows 100 ETF position peaked at $4.13M in Q3 2024.
112 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.