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Strategic Wealth Partners’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Strategic Wealth 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
Q1 		$14.3K Buy
318
+2
+0.6% +$91 ﹤0.01% 798
2025
Q4 		$14K Hold
316
– – ﹤0.01% 792
2025
Q3 		$13.8K Buy
316
+1
+0.3% +$42 ﹤0.01% 823
2025
Q2 		$12.6K Buy
+315
New +$11.8K ﹤0.01% 747

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Strategic Wealth Partners's CALF Position: Q1 2026 in Review

Strategic Wealth Partners increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 0.63% in Q1 2026, buying an estimated $91 and bringing the position to 318 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Strategic Wealth Partners first reported a position in CALF in Q2 2025 and has held it in 4 quarters since. 389 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

  • Strategic Wealth Partners held 318 shares of Pacer US Small Cap Cash Cows 100 ETF worth $14.3K as of Q1 2026.
  • Strategic Wealth Partners bought 2 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2026, an estimated $91.
  • Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #798 holding.
  • Strategic Wealth Partners first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2025 and has held it in 4 quarters since.
  • 389 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.