Founders Financial Securities’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Founders Financial Securities’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 Q1	–	Sell	-6,893	Closed	-$300K	–	555
2025 Q4	$300K	Buy	+6,893	New	+$299K	0.02%	476
2025 Q3	–	Sell	-7,375	Closed	-$294K	–	502
2025 Q2	$294K	Sell	7,375 -48,875	-87%	-$1.84M	0.02%	417
2025 Q1	$2.07M	Buy	56,250 +7,435	+15%	+$286K	0.18%	120
2024 Q4	$1.85M	Buy	48,815 +6,828	+16%	+$269K	0.17%	117
2024 Q3	$1.68M	Buy	41,987 +3,278	+8%	+$126K	0.16%	123
2024 Q2	$1.44M	Buy	38,709 +10,966	+40%	+$419K	0.14%	137
2024 Q1	$1.09M	Buy	27,743 +7,690	+38%	+$287K	0.11%	155
2023 Q4	$757K	Buy	+20,053	New	+$698K	0.08%	197

Other funds holding HERD

Rockefeller Capital Management New York $56.4B AUM 24.96% 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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CCFM

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

CWM

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

DADC

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Founders Financial Securities's HERD Position: Q1 2026 in Review

Founders Financial Securities sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q1 2026, closing a stake of 6,893 shares — an estimated $300K sold.

Founders Financial Securities first reported a position in HERD in Q4 2023 and held it in 8 quarters. The position peaked at $2.07M in Q1 2025. 41 funds tracked by Wall St. Rank hold HERD as of Q1 2026.

Founders Financial Securities reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q1 2026 after selling out during the quarter.
Founders Financial Securities sold 6,893 Pacer Cash Cows Fund of Funds ETF shares in Q1 2026, an estimated $300K.
Founders Financial Securities first reported a position in Pacer Cash Cows Fund of Funds ETF in Q4 2023 and held it in 8 quarters.
Founders Financial Securities's Pacer Cash Cows Fund of Funds ETF position peaked at $2.07M in Q1 2025.
41 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.