Jones Financial Companies
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Jones Financial Companies’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Jones Financial Companies’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
2024
Q4 		– Sell
-886
Closed -$35.2K – 3456
2024
Q3 		$35.2K Buy
+886
New +$34K ﹤0.01% 1766

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LPL Financial
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ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FFS
Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Jones Financial Companies's HERD Position: Q4 2024 in Review

Jones Financial Companies sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q4 2024, closing a stake of 886 shares — an estimated $35.2K sold.

Jones Financial Companies first reported a position in HERD in Q3 2024 and held it in 1 quarter. The position peaked at $35.2K in Q3 2024. 38 funds tracked by Wall St. Rank hold HERD as of Q4 2024.

  • Jones Financial Companies reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q4 2024 after selling out during the quarter.
  • Jones Financial Companies sold 886 Pacer Cash Cows Fund of Funds ETF shares in Q4 2024, an estimated $35.2K.
  • Jones Financial Companies first reported a position in Pacer Cash Cows Fund of Funds ETF in Q3 2024 and held it in 1 quarter.
  • Jones Financial Companies's Pacer Cash Cows Fund of Funds ETF position peaked at $35.2K in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q4 2024.

Based on Jones Financial Companies's 13F filing for Q4 2024, filed 6 Feb 2025.