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United Capital Financial Advisors’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

United Capital Financial 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 		$443K Sell
8,741
-389
-4% -$18.8K ﹤0.01% 1183
2026
Q1 		$410K Sell
9,130
-1,231
-12% -$56K ﹤0.01% 1168
2025
Q4 		$460K Buy
+10,361
New +$455K ﹤0.01% 1001

Other funds holding CALF

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

United Capital Financial Advisors's CALF Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 4.3% in Q2 2026, selling an estimated $18.8K and leaving 8,741 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

United Capital Financial Advisors first reported a position in CALF in Q4 2025 and has held it in 3 quarters since. The position peaked at $460K in Q4 2025. 394 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

  • United Capital Financial Advisors held 8,741 shares of Pacer US Small Cap Cash Cows 100 ETF worth $443K as of Q2 2026.
  • United Capital Financial Advisors sold 389 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $18.8K.
  • Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1183 holding.
  • United Capital Financial Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2025 and has held it in 3 quarters since.
  • United Capital Financial Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $460K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.