Carson Wealth (CWM LLC)’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Carson Wealth (CWM LLC)’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	$3.71K	Buy	+81	New	+$3.7K	﹤0.01%	5128

Other funds holding HERD

Rockefeller Capital Management New York $56.4B AUM 24.96% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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 Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HERD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Pacer Cash Cows Fund of Funds ETF (HERD) in Q1 2026: 81 shares worth $3.71K. The stake represents ﹤0.01% of the portfolio and ranks #5128 among its holdings.

41 funds tracked by Wall St. Rank hold HERD as of Q1 2026.

Carson Wealth (CWM LLC) held 81 shares of Pacer Cash Cows Fund of Funds ETF worth $3.71K as of Q1 2026.
Pacer Cash Cows Fund of Funds ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Pacer Cash Cows Fund of Funds ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5128 holding.
41 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.