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Aveo Capital Partners’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Aveo Capital 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
2025
Q1 		– Sell
-27,315
Closed -$1.04M – 239
2024
Q4 		$1.04M Sell
27,315
-48,961
-64% -$1.93M 0.11% 132
2024
Q3 		$3.05M Sell
76,276
-31,108
-29% -$1.19M 0.32% 80
2024
Q2 		$3.99M Sell
107,384
-64,229
-37% -$2.46M 0.45% 63
2024
Q1 		$6.52M Buy
+171,613
New +$6.41M 0.71% 35

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Aveo Capital Partners's HERD Position: Q1 2025 in Review

Aveo Capital Partners sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q1 2025, closing a stake of 27,315 shares — an estimated $1.04M sold.

Aveo Capital Partners first reported a position in HERD in Q1 2024 and held it in 4 quarters. The position peaked at $6.52M in Q1 2024. 35 funds tracked by Wall St. Rank hold HERD as of Q1 2025.

  • Aveo Capital Partners reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q1 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 27,315 Pacer Cash Cows Fund of Funds ETF shares in Q1 2025, an estimated $1.04M.
  • Aveo Capital Partners first reported a position in Pacer Cash Cows Fund of Funds ETF in Q1 2024 and held it in 4 quarters.
  • Aveo Capital Partners's Pacer Cash Cows Fund of Funds ETF position peaked at $6.52M in Q1 2024.
  • 35 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.