Belpointe Asset Management’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Belpointe Asset Management’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 Q2	$259K	Sell	5,500 -600	-10%	-$28.4K	0.01%	948
2026 Q1	$279K	Hold	6,100	–	–	0.01%	889
2025 Q4	$265K	Hold	6,100	–	–	0.01%	858
2025 Q3	$258K	Sell	6,100 -600	-9%	-$24.9K	0.01%	839
2025 Q2	$267K	Sell	6,700 -200	-3%	-$7.55K	0.01%	789
2025 Q1	$258K	Hold	6,900	–	–	0.01%	770
2024 Q4	$272K	Hold	6,900	–	–	0.02%	692
2024 Q3	$276K	Hold	6,900	–	–	0.02%	692
2024 Q2	$256K	Hold	6,900	–	–	0.02%	637
2024 Q1	$271K	Buy	6,900 +600	+10%	+$22.4K	0.02%	632
2023 Q4	$238K	Buy	+6,300	New	+$219K	0.02%	612

Other funds holding HERD

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Belpointe Asset Management's HERD Position: Q2 2026 in Review

Belpointe Asset Management reduced its Pacer Cash Cows Fund of Funds ETF (HERD) stake by 9.8% in Q2 2026, selling an estimated $28.4K and leaving 5,500 shares worth $259K. The position accounts for 0.01% of the portfolio, ranked #948.

Belpointe Asset Management first reported a position in HERD in Q4 2023 and has held it in 11 quarters since. The position peaked at $279K in Q1 2026. 16 funds tracked by Wall St. Rank hold HERD as of Q2 2026.

Belpointe Asset Management held 5,500 shares of Pacer Cash Cows Fund of Funds ETF worth $259K as of Q2 2026.
Belpointe Asset Management sold 600 Pacer Cash Cows Fund of Funds ETF shares in Q2 2026, an estimated $28.4K.
Pacer Cash Cows Fund of Funds ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #948 holding.
Belpointe Asset Management first reported a position in Pacer Cash Cows Fund of Funds ETF in Q4 2023 and has held it in 11 quarters since.
Belpointe Asset Management's Pacer Cash Cows Fund of Funds ETF position peaked at $279K in Q1 2026.
16 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.