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 Q3	$3.32M	Buy	67,916 +3,718	+6%	+$187K	0.02%	562
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

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

BNB Wealth Management Silver Spring, Maryland $182M AUM 26.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

D.A. Davidson & Co's HERD Position: Q3 2026 in Review

D.A. Davidson & Co increased its Pacer Cash Cows Fund of Funds ETF (HERD) stake by 5.8% in Q3 2026, buying an estimated $187K and bringing the position to 67,916 shares worth $3.32M. The position accounts for 0.02% of the portfolio, ranked #562.

D.A. Davidson & Co first reported a position in HERD in Q1 2024 and has held it in 11 quarters since. 13 funds tracked by Wall St. Rank hold HERD as of Q3 2026.

D.A. Davidson & Co held 67,916 shares of Pacer Cash Cows Fund of Funds ETF worth $3.32M as of Q3 2026.
D.A. Davidson & Co bought 3,718 Pacer Cash Cows Fund of Funds ETF shares in Q3 2026, an estimated $187K.
Pacer Cash Cows Fund of Funds ETF made up 0.02% of D.A. Davidson & Co's portfolio in Q3 2026, its #562 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 11 quarters since.
13 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q3 2026.

Based on D.A. Davidson & Co's 13F filing for Q3 2026, filed 28 Oct 2026.