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

HighTower 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
2025 Q1	–	Sell	-6,253	Closed	-$237K	–	3877
2024 Q4	$237K	Sell	6,253 -149,088	-96%	-$5.88M	﹤0.01%	3067
2024 Q3	$6.22M	Sell	155,341 -6,663	-4%	-$256K	0.01%	948
2024 Q2	$6.01M	Sell	162,004 -1,056	-0.6%	-$40.4K	0.01%	929
2024 Q1	$6.41M	Sell	163,060 -4,213	-3%	-$157K	0.01%	858
2023 Q4	$6.31M	Sell	167,273 -1,146	-0.7%	-$39.9K	0.01%	877
2023 Q3	$5.82M	Sell	168,419 -146	-0.1%	-$5.13K	0.01%	864
2023 Q2	$5.72M	Sell	168,565 -17,765	-10%	-$592K	0.01%	845
2023 Q1	$6.25M	Buy	186,330 +4,195	+2%	+$141K	0.01%	768
2022 Q4	$5.85M	Buy	182,135 +6,620	+4%	+$211K	0.01%	785
2022 Q3	$4.96M	Buy	175,515 +4,502	+3%	+$142K	0.01%	810
2022 Q2	$5.19M	Buy	171,013 +17,578	+11%	+$589K	0.01%	799
2022 Q1	$5.41M	Buy	+153,435	New	+$5.38M	0.01%	849

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

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

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

CWM

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

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

HighTower Advisors's HERD Position: Q1 2025 in Review

HighTower Advisors sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q1 2025, closing a stake of 6,253 shares — an estimated $237K sold.

HighTower Advisors first reported a position in HERD in Q1 2022 and held it in 12 quarters. The position peaked at $6.41M in Q1 2024. 35 funds tracked by Wall St. Rank hold HERD as of Q1 2025.

HighTower Advisors reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q1 2025 after selling out during the quarter.
HighTower Advisors sold 6,253 Pacer Cash Cows Fund of Funds ETF shares in Q1 2025, an estimated $237K.
HighTower Advisors first reported a position in Pacer Cash Cows Fund of Funds ETF in Q1 2022 and held it in 12 quarters.
HighTower Advisors's Pacer Cash Cows Fund of Funds ETF position peaked at $6.41M in Q1 2024.
35 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q1 2025.

Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.