Innovative Asset Advisors Group’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Innovative Asset Advisors 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
2026 Q2	$44.7K	Buy	+949	New	+$45K	0.02%	278

Other funds holding HERD

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $643M AUM 21% 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

Innovative Asset Advisors Group's HERD Position: Q2 2026 in Review

Innovative Asset Advisors Group opened a new position in Pacer Cash Cows Fund of Funds ETF (HERD) in Q2 2026: 949 shares worth $44.7K. The stake represents 0.02% of the portfolio and ranks #278 among its holdings.

43 funds tracked by Wall St. Rank hold HERD as of Q2 2026.

Innovative Asset Advisors Group held 949 shares of Pacer Cash Cows Fund of Funds ETF worth $44.7K as of Q2 2026.
Pacer Cash Cows Fund of Funds ETF was a new Innovative Asset Advisors Group position in Q2 2026.
Pacer Cash Cows Fund of Funds ETF made up 0.02% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #278 holding.
43 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.