PSI
CALF icon

Planning Strategies Inc.’s Pacer US Small Cap Cash Cows 100 ETF CALF Stock Holding History

Planning Strategies Inc.’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 		$127K Buy
+2,515
New +$121K 0.08% 91

Other funds holding CALF

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
FSBI
Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Planning Strategies Inc.'s CALF Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Pacer US Small Cap Cash Cows 100 ETF (CALF) in Q2 2026: 2,515 shares worth $127K. The stake represents 0.08% of the portfolio and ranks #91 among its holdings.

147 funds tracked by Wall St. Rank hold CALF as of Q2 2026.

  • Planning Strategies Inc. held 2,515 shares of Pacer US Small Cap Cash Cows 100 ETF worth $127K as of Q2 2026.
  • Pacer US Small Cap Cash Cows 100 ETF was a new Planning Strategies Inc. position in Q2 2026.
  • Pacer US Small Cap Cash Cows 100 ETF made up 0.08% of Planning Strategies Inc.'s portfolio in Q2 2026, its #91 holding.
  • 147 funds tracked by Wall St. Rank held Pacer US Small Cap Cash Cows 100 ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.