Root Financial Partners
CALF icon

Root Financial Partners’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Root Financial Partners’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 		$23.4K Buy
+440
New +$24.2K ﹤0.01% 1468
2026
Q1 		– Sell
-55
Closed -$2.44K – 3480
2025
Q4 		$2.44K Buy
+55
New +$2.42K ﹤0.01% 1955

Other funds holding CALF

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return

Root Financial Partners's CALF Position: Q3 2026 in Review

Root Financial Partners opened a new position in Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q3 2026: 440 shares worth $23.4K. The stake represents ﹤0.01% of the portfolio and ranks #1468 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in CALF as recently as Q4 2025.

Root Financial Partners first reported a position in CALF in Q4 2025 and has held it in 2 quarters since. 369 funds tracked by Wall St. Rank hold CALF as of Q3 2026.

  • Root Financial Partners held 440 shares of Pacer US Small Cap Cash Cows 100 ETF worth $23.4K as of Q3 2026.
  • Pacer US Small Cap Cash Cows 100 ETF was a new Root Financial Partners position in Q3 2026.
  • Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1468 holding.
  • Root Financial Partners first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2025 and has held it in 2 quarters since.
  • 369 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.