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

Winch 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 Q2	$2.43K	Hold	48	–	–	﹤0.01%	461
2026 Q1	$2.15K	Hold	48	–	–	﹤0.01%	424
2025 Q4	$2.13K	Hold	48	–	–	﹤0.01%	416
2025 Q3	$2.1K	Hold	48	–	–	﹤0.01%	423
2025 Q2	$1.91K	Hold	48	–	–	﹤0.01%	413
2025 Q1	$1.8K	Hold	48	–	–	﹤0.01%	422
2024 Q4	$2.11K	Hold	48	–	–	﹤0.01%	435
2024 Q3	$2.23K	Hold	48	–	–	﹤0.01%	370
2024 Q2	$2.09K	Buy	+48	New	+$2.21K	﹤0.01%	370

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

Winch Advisory Services's CALF Position: Q2 2026 in Review

Winch Advisory Services held its Pacer US Small Cap Cash Cows 100 ETF (CALF) position steady in Q2 2026 at 48 shares worth $2.43K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Winch Advisory Services first reported a position in CALF in Q2 2024 and has held it in 9 quarters since. 392 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

Winch Advisory Services held 48 shares of Pacer US Small Cap Cash Cows 100 ETF worth $2.43K as of Q2 2026.
Winch Advisory Services left its Pacer US Small Cap Cash Cows 100 ETF share count unchanged in Q2 2026.
Pacer US Small Cap Cash Cows 100 ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #461 holding.
Winch Advisory Services first reported a position in Pacer US Small Cap Cash Cows 100 ETF in Q2 2024 and has held it in 9 quarters since.
392 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.