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Independent Financial Group’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Independent Financial Group’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
2023
Q2 		– Sell
-7,236
Closed -$243K – 894
2023
Q1 		$243K Buy
7,236
+140
+2% +$4.7K 0.02% 702
2022
Q4 		$228K Buy
+7,096
New +$226K 0.02% 675

Other funds holding HERD

ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Independent Financial Group's HERD Position: Q2 2023 in Review

Independent Financial Group sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q2 2023, closing a stake of 7,236 shares — an estimated $243K sold.

Independent Financial Group first reported a position in HERD in Q4 2022 and held it in 2 quarters. The position peaked at $243K in Q1 2023. 21 funds tracked by Wall St. Rank hold HERD as of Q2 2023.

  • Independent Financial Group reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q2 2023 after selling out during the quarter.
  • Independent Financial Group sold 7,236 Pacer Cash Cows Fund of Funds ETF shares in Q2 2023, an estimated $243K.
  • Independent Financial Group first reported a position in Pacer Cash Cows Fund of Funds ETF in Q4 2022 and held it in 2 quarters.
  • Independent Financial Group's Pacer Cash Cows Fund of Funds ETF position peaked at $243K in Q1 2023.
  • 21 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q2 2023.

Based on Independent Financial Group's 13F filing for Q2 2023, filed 12 Jun 2026.