Summit Financial’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Summit Financial’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	$3.29M	Sell	65,007 -15,742	-19%	-$760K	0.04%	468
2026 Q1	$3.62M	Sell	80,749 -7,964	-9%	-$362K	0.05%	403
2025 Q4	$3.97M	Sell	88,713 -4,779	-5%	-$210K	0.06%	309
2025 Q3	$4.09M	Buy	+93,492	New	+$3.94M	0.06%	300

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Summit Financial's CALF Position: Q2 2026 in Review

Summit Financial reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 19% in Q2 2026, selling an estimated $760K and leaving 65,007 shares worth $3.29M. The position accounts for 0.04% of the portfolio, ranked #468.

Summit Financial first reported a position in CALF in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.09M in Q3 2025. 393 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Summit Financial held 65,007 shares of Pacer US Small Cap Cash Cows 100 ETF worth $3.29M as of Q2 2026.
Summit Financial sold 15,742 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $760K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.04% of Summit Financial's portfolio in Q2 2026, its #468 holding.
Summit Financial first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2025 and has held it in 4 quarters since.
Summit Financial's Pacer US Small Cap Cash Cows 100 ETF position peaked at $4.09M in Q3 2025.
393 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.