AF
HERD icon

Allworth Financial’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Allworth Financial’s Portfolio HERD Stock Details HERD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-44
Closed -$1.62K – 4629
2025
Q1 		$1.62K Hold
44
– – ﹤0.01% 3287
2024
Q4 		$1.72K Buy
+44
New +$1.74K ﹤0.01% 3204

Other funds holding HERD

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Allworth Financial's HERD Position: Q2 2025 in Review

Allworth Financial sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q2 2025, closing a stake of 44 shares — an estimated $1.62K sold.

Allworth Financial first reported a position in HERD in Q4 2024 and held it in 2 quarters. The position peaked at $1.72K in Q4 2024. 39 funds tracked by Wall St. Rank hold HERD as of Q2 2025.

  • Allworth Financial reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q2 2025 after selling out during the quarter.
  • Allworth Financial sold 44 Pacer Cash Cows Fund of Funds ETF shares in Q2 2025, an estimated $1.62K.
  • Allworth Financial first reported a position in Pacer Cash Cows Fund of Funds ETF in Q4 2024 and held it in 2 quarters.
  • Allworth Financial's Pacer Cash Cows Fund of Funds ETF position peaked at $1.72K in Q4 2024.
  • 39 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q2 2025.

Based on Allworth Financial's 13F filing for Q2 2025, filed 7 Aug 2025.