D.A. Davidson & Co’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

D.A. Davidson & Co’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	$3.02M	Buy	64,198 +2,418	+4%	+$115K	0.02%	601
2026 Q1	$2.83M	Buy	61,780 +6,612	+12%	+$302K	0.02%	574
2025 Q4	$2.4M	Buy	55,168 +15,446	+39%	+$670K	0.01%	607
2025 Q3	$1.68M	Buy	39,722 +10,592	+36%	+$439K	0.01%	703
2025 Q2	$1.16M	Sell	29,130 -100	-0.3%	-$3.77K	0.01%	761
2025 Q1	$1.09M	Buy	29,230 +3,235	+12%	+$125K	0.01%	746
2024 Q4	$985K	Buy	25,995 +4,590	+21%	+$181K	0.01%	773
2024 Q3	$857K	Buy	21,405 +2,315	+12%	+$88.9K	0.01%	823
2024 Q2	$710K	Buy	19,090 +4,408	+30%	+$169K	0.01%	852
2024 Q1	$577K	Buy	+14,682	New	+$548K	0.01%	937

Other funds holding HERD

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 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

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

D.A. Davidson & Co's HERD Position: Q2 2026 in Review

D.A. Davidson & Co increased its Pacer Cash Cows Fund of Funds ETF (HERD) stake by 3.9% in Q2 2026, buying an estimated $115K and bringing the position to 64,198 shares worth $3.02M. The position accounts for 0.02% of the portfolio, ranked #601.

D.A. Davidson & Co first reported a position in HERD in Q1 2024 and has held it in 10 quarters since. 16 funds tracked by Wall St. Rank hold HERD as of Q2 2026.

D.A. Davidson & Co held 64,198 shares of Pacer Cash Cows Fund of Funds ETF worth $3.02M as of Q2 2026.
D.A. Davidson & Co bought 2,418 Pacer Cash Cows Fund of Funds ETF shares in Q2 2026, an estimated $115K.
Pacer Cash Cows Fund of Funds ETF made up 0.02% of D.A. Davidson & Co's portfolio in Q2 2026, its #601 holding.
D.A. Davidson & Co first reported a position in Pacer Cash Cows Fund of Funds ETF in Q1 2024 and has held it in 10 quarters since.
16 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q2 2026.

Based on D.A. Davidson & Co's 13F filing for Q2 2026, filed 24 Jul 2026.