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

Western 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 Q2	$1.33M	Sell	26,182 -2,584	-9%	-$125K	0.04%	401
2026 Q1	$1.29M	Sell	28,766 -5,907	-17%	-$269K	0.05%	366
2025 Q4	$1.54M	Buy	34,673 +9,286	+37%	+$408K	0.07%	264
2025 Q3	$1.11M	Sell	25,387 -3,503	-12%	-$148K	0.06%	286
2025 Q2	$1.15M	Sell	28,890 -1,375	-5%	-$51.5K	0.07%	246
2025 Q1	$1.13M	Buy	30,265 +3,222	+12%	+$134K	0.08%	231
2024 Q4	$1.19M	Buy	27,043 +1,212	+5%	+$56.1K	0.06%	275
2024 Q3	$1.2M	Sell	25,831 -418	-2%	-$18.9K	0.07%	280
2024 Q2	$1.14M	Buy	26,249 +2,078	+9%	+$95.7K	0.08%	208
2024 Q1	$1.19M	Buy	24,171 +917	+4%	+$43.6K	0.09%	204
2023 Q4	$1.12M	Buy	23,254 +6,170	+36%	+$265K	0.08%	255
2023 Q3	$712K	Buy	17,084 +8,064	+89%	+$340K	0.06%	314
2023 Q2	$367K	Hold	9,020	–	–	0.03%	452
2023 Q1	$343K	Buy	+9,020	New	+$347K	0.03%	462

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

Western Wealth Management's CALF Position: Q2 2026 in Review

Western Wealth Management reduced its Pacer US Small Cap Cash Cows 100 ETF (CALF) stake by 9% in Q2 2026, selling an estimated $125K and leaving 26,182 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #401.

Western Wealth Management first reported a position in CALF in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.54M in Q4 2025. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Western Wealth Management held 26,182 shares of Pacer US Small Cap Cash Cows 100 ETF worth $1.33M as of Q2 2026.
Western Wealth Management sold 2,584 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $125K.
Pacer US Small Cap Cash Cows 100 ETF made up 0.04% of Western Wealth Management's portfolio in Q2 2026, its #401 holding.
Western Wealth Management first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q1 2023 and has held it in 14 quarters since.
Western Wealth Management's Pacer US Small Cap Cash Cows 100 ETF position peaked at $1.54M in Q4 2025.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.