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

SHP 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
Q2 		– Sell
-95
Closed -$4.26K – 1999
2026
Q1 		$4.26K Buy
+95
New +$4.32K ﹤0.01% 1108

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SHP Wealth Management's CALF Position: Q2 2026 in Review

SHP Wealth Management sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2026, closing a stake of 95 shares — an estimated $4.26K sold.

SHP Wealth Management first reported a position in CALF in Q1 2026 and held it in 1 quarter. The position peaked at $4.26K in Q1 2026. 394 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

  • SHP Wealth Management reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 95 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $4.26K.
  • SHP Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2026 and held it in 1 quarter.
  • SHP Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $4.26K in Q1 2026.
  • 394 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.