SWP
CALF icon

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
Q2 		$14.9K Sell
294
-24
-8% -$1.16K ﹤0.01% 827
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 $1.55T 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

Strategic Wealth Partners's CALF Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 7.5% in Q2 2026, selling an estimated $1.16K and leaving 294 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #827.

Strategic Wealth Partners first reported a position in CALF in Q2 2025 and has held it in 5 quarters since. 393 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

  • Strategic Wealth Partners held 294 shares of Pacer US Small Cap Cash Cows 100 ETF worth $14.9K as of Q2 2026.
  • Strategic Wealth Partners sold 24 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $1.16K.
  • Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #827 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 5 quarters since.
  • 393 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.