Avantax Advisory Services’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Avantax Advisory Services’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	$1.06M	Sell	26,510 -434	-2%	-$16.4K	0.01%	1139
2025 Q1	$1.01M	Buy	26,944 +5,101	+23%	+$196K	0.01%	1088
2024 Q4	$828K	Buy	21,843 +1,710	+8%	+$67.4K	0.01%	1136
2024 Q3	$806K	Buy	20,133 +1,024	+5%	+$39.3K	0.01%	1137
2024 Q2	$710K	Sell	19,109 -745	-4%	-$28.5K	0.01%	1160
2024 Q1	$780K	Buy	19,854 +5,258	+36%	+$196K	0.01%	847
2023 Q4	$551K	Buy	14,596 +6,522	+81%	+$227K	0.01%	947
2023 Q3	$279K	Buy	8,074 +962	+14%	+$33.8K	﹤0.01%	1239
2023 Q2	$242K	Buy	+7,112	New	+$237K	﹤0.01%	1298

Other funds holding HERD

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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 New York $56.4B AUM 24.96% 1-Year Est. Return

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 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

Avantax Advisory Services's HERD Position: Q2 2025 in Review

Avantax Advisory Services reduced its Pacer Cash Cows Fund of Funds ETF (HERD) stake by 1.6% in Q2 2025, selling an estimated $16.4K and leaving 26,510 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #1139.

Avantax Advisory Services first reported a position in HERD in Q2 2023 and has held it in 9 quarters since. 39 funds tracked by Wall St. Rank hold HERD as of Q2 2025.

Avantax Advisory Services held 26,510 shares of Pacer Cash Cows Fund of Funds ETF worth $1.06M as of Q2 2025.
Avantax Advisory Services sold 434 Pacer Cash Cows Fund of Funds ETF shares in Q2 2025, an estimated $16.4K.
Pacer Cash Cows Fund of Funds ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1139 holding.
Avantax Advisory Services first reported a position in Pacer Cash Cows Fund of Funds ETF in Q2 2023 and has held it in 9 quarters since.
39 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.