Fidelity Investments’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Fidelity Investments’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
2025 Q2	–	Sell	-35	Closed	-$1.32K	–	5401
2025 Q1	$1.32K	Sell	35 -89	-72%	-$3.43K	﹤0.01%	4937
2024 Q4	$4.71K	Sell	124 -55	-31%	-$2.17K	﹤0.01%	4681
2024 Q3	$7.16K	Sell	179 -1,108	-86%	-$42.6K	﹤0.01%	4531
2024 Q2	$47.8K	Buy	1,287 +1,284	+42,800%	+$49.1K	﹤0.01%	3643
2024 Q1	$118	Buy	+3	New	+$112	﹤0.01%	4960
2023 Q3	–	Sell	-1	Closed	-$34	–	5402
2023 Q2	$34	Buy	+1	New	+$33	﹤0.01%	5077
2020 Q2	–	Sell	-1	Closed	–	–	3840
2020 Q1	$0	Buy	+1	New	+$24	﹤0.01%	3893

Other funds holding HERD

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

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

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Fidelity Investments's HERD Position: Q2 2025 in Review

Fidelity Investments sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q2 2025, closing a stake of 35 shares — an estimated $1.32K sold.

Fidelity Investments first reported a position in HERD in Q1 2020 and held it in 7 quarters. The position peaked at $47.8K in Q2 2024. 39 funds tracked by Wall St. Rank hold HERD as of Q2 2025.

Fidelity Investments reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q2 2025 after selling out during the quarter.
Fidelity Investments sold 35 Pacer Cash Cows Fund of Funds ETF shares in Q2 2025, an estimated $1.32K.
Fidelity Investments first reported a position in Pacer Cash Cows Fund of Funds ETF in Q1 2020 and held it in 7 quarters.
Fidelity Investments's Pacer Cash Cows Fund of Funds ETF position peaked at $47.8K in Q2 2024.
39 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q2 2025.

Based on Fidelity Investments's 13F filing for Q2 2025, filed 14 Aug 2025.