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Almanack Investment Partners’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Almanack Investment Partners’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
2022
Q4 		– Sell
-628
Closed -$18K – 602
2022
Q3 		$18K Buy
+628
New +$19.8K ﹤0.01% 392

Other funds holding HERD

ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
RG
Retirement Group San Diego, California $279M AUM 22.21% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Almanack Investment Partners's HERD Position: Q4 2022 in Review

Almanack Investment Partners sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q4 2022, closing a stake of 628 shares — an estimated $18K sold.

Almanack Investment Partners first reported a position in HERD in Q3 2022 and held it in 1 quarter. The position peaked at $18K in Q3 2022. 15 funds tracked by Wall St. Rank hold HERD as of Q4 2022.

  • Almanack Investment Partners reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 628 Pacer Cash Cows Fund of Funds ETF shares in Q4 2022, an estimated $18K.
  • Almanack Investment Partners first reported a position in Pacer Cash Cows Fund of Funds ETF in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's Pacer Cash Cows Fund of Funds ETF position peaked at $18K in Q3 2022.
  • 15 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.