The Wealth Group’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

The Wealth Group’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 Q3	$748K	Sell	13,898 -4,957	-26%	-$272K	0.14%	47
2026 Q2	$954K	Sell	18,855 -4,322	-19%	-$209K	0.18%	42
2026 Q1	$1.04M	Sell	23,177 -7,674	-25%	-$349K	0.24%	34
2025 Q4	$1.37M	Sell	30,851 -63,050	-67%	-$2.77M	0.31%	32
2025 Q3	$4.11M	Sell	93,901 -87,137	-48%	-$3.67M	0.95%	14
2025 Q2	$7.21M	Sell	181,038 -126,769	-41%	-$4.75M	1.84%	12
2025 Q1	$11.5M	Sell	307,807 -19,358	-6%	-$803K	3.38%	9
2024 Q4	$14.4M	Buy	327,165 +23,140	+8%	+$1.07M	4.16%	9
2024 Q3	$14.1M	Buy	304,025 +26,307	+9%	+$1.19M	4.12%	9
2024 Q2	$12.1M	Buy	277,718 +21,393	+8%	+$985K	3.65%	10
2024 Q1	$11.9M	Buy	256,325 +37,587	+17%	+$1.79M	3.67%	10
2023 Q4	$10.2M	Buy	+218,738	New	+$9.4M	3.38%	10

Other funds holding CALF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

KPDZUSZIDPFAS

KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM

Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return

Premier Path Wealth Partners Madison, New Jersey $856M AUM 23.55% 1-Year Est. Return

CNWM

Clay Northam Wealth Management Huntington Beach, California $214M AUM 32.73% 1-Year Est. Return

First PREMIER Bank Sioux Falls, South Dakota $621M AUM 13.03% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $857M AUM 17.39% 1-Year Est. Return

The Wealth Group's CALF Position: Q3 2026 in Review

The Wealth Group reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 26% in Q3 2026, selling an estimated $272K and leaving 13,898 shares worth $748K. The position accounts for 0.14% of the portfolio, ranked #47.

The Wealth Group first reported a position in CALF in Q4 2023 and has held it in 12 quarters since. The position peaked at $14.4M in Q4 2024. 70 funds tracked by Wall St. Rank hold CALF as of Q3 2026.

The Wealth Group held 13,898 shares of Pacer US Small Cap Cash Cows 100 ETF worth $748K as of Q3 2026.
The Wealth Group sold 4,957 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2026, an estimated $272K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.14% of The Wealth Group's portfolio in Q3 2026, its #47 holding.
The Wealth Group first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and has held it in 12 quarters since.
The Wealth Group's Pacer US Small Cap Cash Cows 100 ETF position peaked at $14.4M in Q4 2024.
70 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2026.

Based on The Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.