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

Whipplewood 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	–	Sell	-2,256	Closed	-$101K	–	696
2026 Q1	$101K	Hold	2,256	–	–	0.05%	187
2025 Q4	$100K	Sell	2,256 -1,090	-33%	-$47.9K	0.06%	157
2025 Q3	$146K	Hold	3,346	–	–	0.1%	139
2025 Q2	$133K	Sell	3,346 -1,945	-37%	-$72.9K	0.07%	202
2025 Q1	$512K	Sell	5,291 -8,454	-62%	-$351K	0.3%	77
2024 Q4	$605K	Buy	+13,745	New	+$636K	0.34%	73

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

Whipplewood Advisors's CALF Position: Q2 2026 in Review

Whipplewood Advisors sold out of Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2026, closing a stake of 2,256 shares — an estimated $101K sold.

Whipplewood Advisors first reported a position in CALF in Q4 2024 and held it in 6 quarters. The position peaked at $605K in Q4 2024. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Whipplewood Advisors reported no remaining Pacer US Small Cap Cash Cows 100 ETF position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 2,256 Pacer US Small Cap Cash Cows 100 ETF shares in Q2 2026, an estimated $101K.
Whipplewood Advisors first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q4 2024 and held it in 6 quarters.
Whipplewood Advisors's Pacer US Small Cap Cash Cows 100 ETF position peaked at $605K in Q4 2024.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.