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 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 $59.8B AUM 29.42% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

CWA

Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

FPB

First PREMIER Bank Sioux Falls, South Dakota $619M AUM 20.21% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

The Wealth Group's CALF Position: Q2 2026 in Review

The Wealth Group reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 19% in Q2 2026, selling an estimated $209K and leaving 18,855 shares worth $954K. The position accounts for 0.18% of the portfolio, ranked #42.

The Wealth Group first reported a position in CALF in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.4M in Q4 2024. 57 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

The Wealth Group held 18,855 shares of Pacer US Small Cap Cash Cows 100 ETF worth $954K as of Q2 2026.
The Wealth Group sold 4,322 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $209K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.18% of The Wealth Group's portfolio in Q2 2026, its #42 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 11 quarters since.
The Wealth Group's Pacer US Small Cap Cash Cows 100 ETF position peaked at $14.4M in Q4 2024.
57 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on The Wealth Group's 13F filing for Q2 2026, filed 10 Jul 2026.