Rothschild Investment LLC’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Rothschild Investment LLC’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	$23.5K	Hold	465	–	–	﹤0.01%	1492
2026 Q1	$20.9K	Sell	465 -20	-4%	-$910	﹤0.01%	1403
2025 Q4	$21.5K	Hold	485	–	–	﹤0.01%	1297
2025 Q3	$21.2K	Hold	485	–	–	﹤0.01%	1215
2025 Q2	$19.3K	Hold	485	–	–	﹤0.01%	1024
2025 Q1	$18.2K	Sell	485 -226	-32%	-$9.37K	﹤0.01%	1024
2024 Q4	$31.3K	Sell	711 -24	-3%	-$1.11K	﹤0.01%	896
2024 Q3	$34.2K	Sell	735 -4,670	-86%	-$211K	﹤0.01%	870
2024 Q2	$235K	Buy	5,405 +3,935	+268%	+$181K	0.02%	462
2024 Q1	$72.3K	Buy	1,470 +80	+6%	+$3.8K	0.01%	660
2023 Q4	$66.8K	Buy	+1,390	New	+$59.7K	0.01%	614

Other funds holding CALF

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

Rothschild Investment LLC's CALF Position: Q2 2026 in Review

Rothschild Investment LLC held its Pacer US Small Cap Cash Cows 100 ETF (CALF) position steady in Q2 2026 at 465 shares worth $23.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Rothschild Investment LLC first reported a position in CALF in Q4 2023 and has held it in 11 quarters since. The position peaked at $235K in Q2 2024. 243 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Rothschild Investment LLC held 465 shares of Pacer US Small Cap Cash Cows 100 ETF worth $23.5K as of Q2 2026.
Rothschild Investment LLC left its Pacer US Small Cap Cash Cows 100 ETF share count unchanged in Q2 2026.
Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1492 holding.
Rothschild Investment LLC first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and has held it in 11 quarters since.
Rothschild Investment LLC's Pacer US Small Cap Cash Cows 100 ETF position peaked at $235K in Q2 2024.
243 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.