Twin Peaks Wealth Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Twin Peaks Wealth 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	$860K	Sell	16,994 -539	-3%	-$26K	0.19%	90
2026 Q1	$787K	Sell	17,533 -293	-2%	-$13.3K	0.2%	79
2025 Q4	$833K	Sell	17,826 -2,839	-14%	-$125K	0.24%	77
2025 Q3	$905K	Sell	20,665 -320	-2%	-$13.5K	0.31%	65
2025 Q2	$868K	Sell	20,985 -67	-0.3%	-$2.51K	0.28%	66
2025 Q1	$719K	Sell	21,052 -4,667	-18%	-$194K	0.33%	65
2024 Q4	$1.13M	Buy	25,719 +2,914	+13%	+$135K	0.48%	49
2024 Q3	$1.06M	Buy	22,805 +6,300	+38%	+$284K	0.49%	44
2024 Q2	$719K	Buy	16,505 +5,241	+47%	+$241K	0.36%	57
2024 Q1	$554K	Buy	11,264 +5,294	+89%	+$252K	0.31%	65
2023 Q4	$287K	Buy	+5,970	New	+$256K	0.18%	98

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

Twin Peaks Wealth Advisors's CALF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 3.1% in Q2 2026, selling an estimated $26K and leaving 16,994 shares worth $860K. The position accounts for 0.19% of the portfolio, ranked #90.

Twin Peaks Wealth Advisors first reported a position in CALF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.13M in Q4 2024. 394 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Twin Peaks Wealth Advisors held 16,994 shares of Pacer US Small Cap Cash Cows 100 ETF worth $860K as of Q2 2026.
Twin Peaks Wealth Advisors sold 539 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $26K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.19% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #90 holding.
Twin Peaks Wealth Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2023 and has held it in 11 quarters since.
Twin Peaks Wealth Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.13M in Q4 2024.
394 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.