Cetera Investment Advisers’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Cetera Investment Advisers’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	$9.66M	Sell	211,089 -3,225	-2%	-$147K	0.01%	1079
2025 Q4	$9.31M	Sell	214,314 -198,748	-48%	-$8.62M	0.01%	1076
2025 Q3	$17.5M	Buy	413,062 +27,594	+7%	+$1.14M	0.02%	704
2025 Q2	$15.4M	Sell	385,468 -13,925	-3%	-$526K	0.03%	624
2025 Q1	$15M	Sell	399,393 -36,374	-8%	-$1.4M	0.03%	572
2024 Q4	$16.5M	Buy	435,767 +274,017	+169%	+$10.8M	0.03%	489
2024 Q3	$6.48M	Buy	161,750 +3,685	+2%	+$142K	0.01%	874
2024 Q2	$5.88M	Buy	158,065 +14,113	+10%	+$540K	0.01%	920
2024 Q1	$5.66M	Buy	+143,952	New	+$5.37M	0.01%	924

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

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

ARG

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

Cetera Investment Advisers's HERD Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Pacer Cash Cows Fund of Funds ETF (HERD) stake by 1.5% in Q1 2026, selling an estimated $147K and leaving 211,089 shares worth $9.66M. The position accounts for 0.01% of the portfolio, ranked #1079.

Cetera Investment Advisers first reported a position in HERD in Q1 2024 and has held it in 9 quarters since. The position peaked at $17.5M in Q3 2025. 41 funds tracked by Wall St. Rank hold HERD as of Q1 2026.

Cetera Investment Advisers held 211,089 shares of Pacer Cash Cows Fund of Funds ETF worth $9.66M as of Q1 2026.
Cetera Investment Advisers sold 3,225 Pacer Cash Cows Fund of Funds ETF shares in Q1 2026, an estimated $147K.
Pacer Cash Cows Fund of Funds ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1079 holding.
Cetera Investment Advisers first reported a position in Pacer Cash Cows Fund of Funds ETF in Q1 2024 and has held it in 9 quarters since.
Cetera Investment Advisers's Pacer Cash Cows Fund of Funds ETF position peaked at $17.5M in Q3 2025.
41 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.