Kestra Advisory Services
HERD icon

Kestra Advisory Services’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Kestra Advisory Services’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
Q3 		$613K Buy
12,552
+2,267
+22% +$114K ﹤0.01% 2325
2026
Q2 		$484K Sell
10,285
-75
-0.7% -$3.55K ﹤0.01% 2376
2026
Q1 		$474K Buy
10,360
+77
+0.7% +$3.52K ﹤0.01% 2263
2025
Q4 		$447K Buy
10,283
+329
+3% +$14.3K ﹤0.01% 2240
2025
Q3 		$422K Sell
9,954
-155
-2% -$6.43K ﹤0.01% 2175
2025
Q2 		$403K Buy
10,109
+1,465
+17% +$55.3K ﹤0.01% 2122
2025
Q1 		$324K Sell
8,644
-1,272
-13% -$49K ﹤0.01% 2121
2024
Q4 		$376K Buy
9,916
+941
+10% +$37.1K ﹤0.01% 2071
2024
Q3 		$359K Sell
8,975
-700
-7% -$26.9K ﹤0.01% 1983
2024
Q2 		$360K Buy
9,675
+2,698
+39% +$103K ﹤0.01% 2008
2024
Q1 		$274K Buy
+6,977
New +$260K ﹤0.01% 2063

Other funds holding HERD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
World Equity Group
World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return
BNB Wealth Management
BNB Wealth Management Silver Spring, Maryland $182M AUM 26.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kestra Advisory Services's HERD Position: Q3 2026 in Review

Kestra Advisory Services increased its Pacer Cash Cows Fund of Funds ETF (HERD) stake by 22% in Q3 2026, buying an estimated $114K and bringing the position to 12,552 shares worth $613K. The position accounts for ﹤0.01% of the portfolio, ranked #2325.

Kestra Advisory Services first reported a position in HERD in Q1 2024 and has held it in 11 quarters since. 20 funds tracked by Wall St. Rank hold HERD as of Q3 2026.

  • Kestra Advisory Services held 12,552 shares of Pacer Cash Cows Fund of Funds ETF worth $613K as of Q3 2026.
  • Kestra Advisory Services bought 2,267 Pacer Cash Cows Fund of Funds ETF shares in Q3 2026, an estimated $114K.
  • Pacer Cash Cows Fund of Funds ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2325 holding.
  • Kestra Advisory Services first reported a position in Pacer Cash Cows Fund of Funds ETF in Q1 2024 and has held it in 11 quarters since.
  • 20 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.