EverSource Wealth Advisors’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

EverSource Wealth Advisors’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	$108K	Sell	2,300 -1,631	-41%	-$77.3K	﹤0.01%	1338
2026 Q1	$180K	Buy	3,931 +2,178	+124%	+$99.4K	0.01%	1114
2025 Q4	$76.2K	Sell	1,753 -1,338	-43%	-$58K	﹤0.01%	1463
2025 Q3	$131K	Buy	3,091 +620	+25%	+$25.7K	0.01%	1128
2025 Q2	$98.4K	Buy	2,471 +469	+23%	+$17.7K	﹤0.01%	1219
2025 Q1	$75K	Buy	2,002 +174	+10%	+$6.7K	﹤0.01%	1030
2024 Q4	$69.3K	Buy	1,828 +325	+22%	+$12.8K	﹤0.01%	1042
2024 Q3	$60.2K	Buy	1,503 +50	+3%	+$1.92K	﹤0.01%	990
2024 Q2	$57K	Hold	1,453	–	–	﹤0.01%	1033
2024 Q1	$54.7K	Hold	1,453	–	–	﹤0.01%	946
2023 Q4	$54.9K	Buy	+1,453	New	+$50.6K	0.01%	863

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

EverSource Wealth Advisors's HERD Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Pacer Cash Cows Fund of Funds ETF (HERD) stake by 41% in Q2 2026, selling an estimated $77.3K and leaving 2,300 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1338.

EverSource Wealth Advisors first reported a position in HERD in Q4 2023 and has held it in 11 quarters since. The position peaked at $180K in Q1 2026. 16 funds tracked by Wall St. Rank hold HERD as of Q2 2026.

EverSource Wealth Advisors held 2,300 shares of Pacer Cash Cows Fund of Funds ETF worth $108K as of Q2 2026.
EverSource Wealth Advisors sold 1,631 Pacer Cash Cows Fund of Funds ETF shares in Q2 2026, an estimated $77.3K.
Pacer Cash Cows Fund of Funds ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1338 holding.
EverSource Wealth Advisors first reported a position in Pacer Cash Cows Fund of Funds ETF in Q4 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's Pacer Cash Cows Fund of Funds ETF position peaked at $180K in Q1 2026.
16 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.