Wealth Enhancement Advisory Services
CALF icon

Wealth Enhancement Advisory Services’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$14M Buy
255,823
+761
+0.3% +$41.8K 0.02% 602
2026
Q2 		$13.2M Buy
255,062
+9,358
+4% +$452K 0.02% 565
2026
Q1 		$11.1M Sell
245,704
-116,597
-32% -$5.31M 0.02% 554
2025
Q4 		$16.5M Sell
362,301
-42,545
-11% -$1.87M 0.02% 534
2025
Q3 		$17.6M Sell
404,846
-51,376
-11% -$2.17M 0.03% 485
2025
Q2 		$18.9M Sell
456,222
-150,262
-25% -$5.63M 0.03% 435
2025
Q1 		$22.7M Sell
606,484
-596,257
-50% -$24.7M 0.04% 364
2024
Q4 		$52.9M Buy
1,202,741
+306,843
+34% +$14.2M 0.1% 194
2024
Q3 		$41.7M Buy
895,898
+196,601
+28% +$8.88M 0.09% 220
2024
Q2 		$30.5M Buy
699,297
+162,915
+30% +$7.5M 0.07% 258
2024
Q1 		$26.4M Buy
536,382
+150,019
+39% +$7.13M 0.07% 271
2023
Q4 		$18.6M Buy
386,363
+135,209
+54% +$5.81M 0.05% 316
2023
Q3 		$10.5M Buy
+251,154
New +$10.6M 0.03% 396

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Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
Long Island Wealth Management
Long Island Wealth Management Melville, New York $256M AUM 12.83% 1-Year Est. Return
Howard Financial Services
Howard Financial Services Dallas, Texas $954M AUM 13.71% 1-Year Est. Return
BIP Wealth
BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Clarus Wealth Advisors
Clarus Wealth Advisors Peoria, Arizona $275M AUM 18.32% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

Wealth Enhancement Advisory Services's CALF Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 0.3% in Q3 2026, buying an estimated $41.8K and bringing the position to 255,823 shares worth $14M. The position accounts for 0.02% of the portfolio, ranked #602.

Wealth Enhancement Advisory Services first reported a position in CALF in Q3 2023 and has held it in 13 quarters since. The position peaked at $52.9M in Q4 2024. 123 funds tracked by Wall St. Rank hold CALF as of Q3 2026.

  • Wealth Enhancement Advisory Services held 255,823 shares of Pacer US Small Cap Cash Cows 100 ETF worth $14M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 761 Pacer US Small Cap Cash Cows 100 ETF shares in Q3 2026, an estimated $41.8K.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #602 holding.
  • Wealth Enhancement Advisory Services first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q3 2023 and has held it in 13 quarters since.
  • Wealth Enhancement Advisory Services's Pacer US Small Cap Cash Cows 100 ETF position peaked at $52.9M in Q4 2024.
  • 123 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.