Tradition Wealth Management’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Tradition Wealth Management’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	$340K	Sell	7,582 -559	-7%	-$25.4K	0.02%	363
2025 Q4	$361K	Sell	8,141 -5,145	-39%	-$226K	0.03%	344
2025 Q3	$582K	Sell	13,286 -6,088	-31%	-$257K	0.04%	257
2025 Q2	$771K	Sell	19,374 -136,019	-88%	-$5.1M	0.06%	211
2025 Q1	$5.83M	Sell	155,393 -269,705	-63%	-$11.2M	0.51%	52
2024 Q4	$18.7M	Sell	425,098 -29,605	-7%	-$1.37M	1.65%	13
2024 Q3	$21.2M	Sell	454,703 -4,906	-1%	-$222K	1.89%	10
2024 Q2	$20M	Sell	459,609 -4,885	-1%	-$225K	1.93%	9
2024 Q1	$22.8M	Buy	464,494 +150,128	+48%	+$7.14M	2.31%	8
2023 Q4	$15.1M	Buy	314,366 +239,347	+319%	+$10.3M	1.58%	15
2023 Q3	$3.13M	Buy	75,019 +17,779	+31%	+$751K	0.37%	61
2023 Q2	$2.33M	Buy	57,240 +6,928	+14%	+$263K	0.27%	78
2023 Q1	$1.92M	Buy	+50,312	New	+$1.94M	0.24%	80

Other funds holding CALF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tradition Wealth Management's CALF Position: Q1 2026 in Review

Tradition Wealth Management reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 6.9% in Q1 2026, selling an estimated $25.4K and leaving 7,582 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #363.

Tradition Wealth Management first reported a position in CALF in Q1 2023 and has held it in 13 quarters since. The position peaked at $22.8M in Q1 2024. 389 funds tracked by Wall St. Rank hold CALF as of Q1 2026.

Tradition Wealth Management held 7,582 shares of Pacer US Small Cap Cash Cows 100 ETF worth $340K as of Q1 2026.
Tradition Wealth Management sold 559 Pacer US Small Cap Cash Cows 100 ETF shares in Q1 2026, an estimated $25.4K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #363 holding.
Tradition Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2023 and has held it in 13 quarters since.
Tradition Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $22.8M in Q1 2024.
389 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.