Planning Strategies’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Planning Strategies’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	$127K	Buy	+2,515	New	+$121K	0.08%	91

Other funds holding CALF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Planning Strategies's CALF Position: Q2 2026 in Review

Planning Strategies opened a new position in Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2026: 2,515 shares worth $127K. The stake represents 0.08% of the portfolio and ranks #91 among its holdings.

369 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Planning Strategies held 2,515 shares of Pacer US Small Cap Cash Cows 100 ETF worth $127K as of Q2 2026.
Pacer US Small Cap Cash Cows 100 ETF was a new Planning Strategies position in Q2 2026.
Pacer US Small Cap Cash Cows 100 ETF made up 0.08% of Planning Strategies's portfolio in Q2 2026, its #91 holding.
369 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Planning Strategies's 13F filing for Q2 2026, filed 27 Jul 2026.