Convergence Financial’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Convergence Financial’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	$634K	Buy	13,476 +6,738	+100%	+$319K	0.05%	152
2026 Q1	$308K	Hold	6,738	–	–	0.03%	181
2025 Q4	$293K	Hold	6,738	–	–	0.04%	162
2025 Q3	$285K	Sell	6,738 -353	-5%	-$14.6K	0.04%	164
2025 Q2	$282K	Buy	+7,091	New	+$268K	0.05%	160

Other funds holding HERD

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $643M AUM 21% 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

Convergence Financial's HERD Position: Q2 2026 in Review

Convergence Financial increased its Pacer Cash Cows Fund of Funds ETF (HERD) stake by 100% in Q2 2026, buying an estimated $319K and bringing the position to 13,476 shares worth $634K. The position accounts for 0.05% of the portfolio, ranked #152.

Convergence Financial first reported a position in HERD in Q2 2025 and has held it in 5 quarters since. 43 funds tracked by Wall St. Rank hold HERD as of Q2 2026.

Convergence Financial held 13,476 shares of Pacer Cash Cows Fund of Funds ETF worth $634K as of Q2 2026.
Convergence Financial bought 6,738 Pacer Cash Cows Fund of Funds ETF shares in Q2 2026, an estimated $319K.
Pacer Cash Cows Fund of Funds ETF made up 0.05% of Convergence Financial's portfolio in Q2 2026, its #152 holding.
Convergence Financial first reported a position in Pacer Cash Cows Fund of Funds ETF in Q2 2025 and has held it in 5 quarters since.
43 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.