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

Creative Financial Designs’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	$131K	Hold	2,774	–	–	0.01%	722
2026 Q1	$127K	Hold	2,774	–	–	0.01%	626
2025 Q4	$121K	Hold	2,774	–	–	0.01%	615
2025 Q3	$118K	Hold	2,774	–	–	0.01%	599
2025 Q2	$110K	Buy	2,774 +1,314	+90%	+$49.6K	0.01%	646
2025 Q1	$54.7K	Hold	1,460	–	–	﹤0.01%	801
2024 Q4	$55.3K	Sell	1,460 -200	-12%	-$7.88K	﹤0.01%	763
2024 Q3	$66.5K	Sell	1,660 -500	-23%	-$19.2K	0.01%	702
2024 Q2	$80.3K	Buy	2,160 +500	+30%	+$19.1K	0.01%	631
2024 Q1	$65.2K	Buy	1,660 +1,110	+202%	+$41.4K	0.01%	661
2023 Q4	$20.8K	Buy	550 +350	+175%	+$12.2K	﹤0.01%	911
2023 Q3	$6.92K	Buy	+200	New	+$7.03K	﹤0.01%	1113

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

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

CIAS

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

Creative Financial Designs's HERD Position: Q2 2026 in Review

Creative Financial Designs held its Pacer Cash Cows Fund of Funds ETF (HERD) position steady in Q2 2026 at 2,774 shares worth $131K. The position accounts for 0.01% of the portfolio, ranked #722.

Creative Financial Designs first reported a position in HERD in Q3 2023 and has held it in 12 quarters since. 16 funds tracked by Wall St. Rank hold HERD as of Q2 2026.

Creative Financial Designs held 2,774 shares of Pacer Cash Cows Fund of Funds ETF worth $131K as of Q2 2026.
Creative Financial Designs left its Pacer Cash Cows Fund of Funds ETF share count unchanged in Q2 2026.
Pacer Cash Cows Fund of Funds ETF made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #722 holding.
Creative Financial Designs first reported a position in Pacer Cash Cows Fund of Funds ETF in Q3 2023 and has held it in 12 quarters since.
16 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.