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Arax Advisory Partners’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Arax Advisory 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
2026
Q1 		– Sell
-248
Closed -$10.8K – 4031
2025
Q4 		$10.8K Buy
+248
New +$10.8K ﹤0.01% 2429
2025
Q3 		– Sell
-248
Closed -$9.88K – 3901
2025
Q2 		$9.88K Buy
+248
New +$9.36K ﹤0.01% 1970

Other funds holding HERD

Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Arax Advisory Partners's HERD Position: Q1 2026 in Review

Arax Advisory Partners sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q1 2026, closing a stake of 248 shares — an estimated $10.8K sold.

Arax Advisory Partners first reported a position in HERD in Q2 2025 and held it in 2 quarters. The position peaked at $10.8K in Q4 2025. 41 funds tracked by Wall St. Rank hold HERD as of Q1 2026.

  • Arax Advisory Partners reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q1 2026 after selling out during the quarter.
  • Arax Advisory Partners sold 248 Pacer Cash Cows Fund of Funds ETF shares in Q1 2026, an estimated $10.8K.
  • Arax Advisory Partners first reported a position in Pacer Cash Cows Fund of Funds ETF in Q2 2025 and held it in 2 quarters.
  • Arax Advisory Partners's Pacer Cash Cows Fund of Funds ETF position peaked at $10.8K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.