SPIA
CALF icon

Steward Partners Investment Advisory’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Steward Partners Investment Advisory’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 		$15.3M Buy
302,908
+15,534
+5% +$750K 0.08% 249
2026
Q1 		$12.9M Sell
287,374
-3,967
-1% -$181K 0.07% 277
2025
Q4 		$12.9M Buy
291,341
+57
+0% +$2.5K 0.07% 248
2025
Q3 		$12.8M Buy
291,284
+3,904
+1% +$165K 0.07% 234
2025
Q2 		$11.4M Buy
287,380
+141,317
+97% +$5.29M 0.09% 226
2025
Q1 		$5.48M Sell
146,063
-249
-0.2% -$10.3K 0.05% 372
2024
Q4 		$6.44M Sell
146,312
-6,124
-4% -$283K 0.06% 322
2024
Q3 		$7.09M Buy
152,436
+10,668
+8% +$482K 0.07% 286
2024
Q2 		$6.18M Sell
141,768
-971
-0.7% -$44.7K 0.07% 291
2024
Q1 		$7.02M Sell
142,739
-15,623
-10% -$743K 0.08% 267
2023
Q4 		$7.61M Buy
158,362
+44,771
+39% +$1.92M 0.1% 208
2023
Q3 		$4.74M Buy
113,591
+9,103
+9% +$384K 0.07% 269
2023
Q2 		$4.25M Buy
104,488
+5,289
+5% +$201K 0.06% 298
2023
Q1 		$3.78M Sell
99,199
-575
-0.6% -$22.1K 0.06% 315
2022
Q4 		$3.59M Buy
99,774
+60,660
+155% +$2.24M 0.06% 318
2022
Q3 		$1.27M Buy
39,114
+5,380
+16% +$195K 0.02% 546
2022
Q2 		$1.14M Buy
33,734
+19,509
+137% +$736K 0.02% 595
2022
Q1 		$570K Buy
14,225
+5,490
+63% +$226K 0.01% 883
2021
Q4 		$374K Buy
8,735
+7,535
+628% +$331K 0.01% 1054
2021
Q3 		$51K Buy
+1,200
New +$51.9K ﹤0.01% 1884
2021
Q2 		– Sell
-3,000
Closed -$123K – 7131
2021
Q1 		$123K Buy
+3,000
New +$113K ﹤0.01% 1521

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 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Steward Partners Investment Advisory's CALF Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 5.4% in Q2 2026, buying an estimated $750K and bringing the position to 302,908 shares worth $15.3M. The position accounts for 0.08% of the portfolio, ranked #249.

Steward Partners Investment Advisory first reported a position in CALF in Q1 2021 and has held it in 21 quarters since. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

  • Steward Partners Investment Advisory held 302,908 shares of Pacer US Small Cap Cash Cows 100 ETF worth $15.3M as of Q2 2026.
  • Steward Partners Investment Advisory bought 15,534 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $750K.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.08% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #249 holding.
  • Steward Partners Investment Advisory first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2021 and has held it in 21 quarters since.
  • 392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.