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CALF icon

TrueWealth Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

TrueWealth Advisors’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 		$375K Sell
7,408
-1,113
-13% -$53.7K 0.08% 173
2026
Q1 		$382K Sell
8,521
-1,692
-17% -$77K 0.1% 170
2025
Q4 		$453K Sell
10,213
-3,226
-24% -$142K 0.12% 144
2025
Q3 		$588K Buy
13,439
+759
+6% +$32K 0.16% 124
2025
Q2 		$505K Sell
12,680
-3,794
-23% -$142K 0.15% 127
2025
Q1 		$618K Sell
16,474
-13,279
-45% -$551K 0.2% 89
2024
Q4 		$1.31M Buy
29,753
+4,510
+18% +$209K 0.44% 52
2024
Q3 		$1.17M Buy
25,243
+4,370
+21% +$197K 0.39% 56
2024
Q2 		$909K Buy
20,873
+7,038
+51% +$324K 0.34% 60
2024
Q1 		$680K Buy
13,835
+1,238
+10% +$58.9K 0.26% 72
2023
Q4 		$605K Buy
12,597
+5,457
+76% +$234K 0.23% 74
2023
Q3 		$298K Buy
+7,140
New +$301K 0.13% 129

Other funds holding CALF

Wealth Enhancement Advisory Services
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
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 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
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

TrueWealth Advisors's CALF Position: Q2 2026 in Review

TrueWealth Advisors reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 13% in Q2 2026, selling an estimated $53.7K and leaving 7,408 shares worth $375K. The position accounts for 0.08% of the portfolio, ranked #173.

TrueWealth Advisors first reported a position in CALF in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.31M in Q4 2024. 74 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

  • TrueWealth Advisors held 7,408 shares of Pacer US Small Cap Cash Cows 100 ETF worth $375K as of Q2 2026.
  • TrueWealth Advisors sold 1,113 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $53.7K.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.08% of TrueWealth Advisors's portfolio in Q2 2026, its #173 holding.
  • TrueWealth Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2023 and has held it in 12 quarters since.
  • TrueWealth Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.31M in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.