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 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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OWP

Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

CIAS

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

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

Kestra Advisory Services's HERD Position: Q2 2026 in Review

Kestra Advisory Services reduced its Pacer Cash Cows Fund of Funds ETF (HERD) stake by 0.72% in Q2 2026, selling an estimated $3.55K and leaving 10,285 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

Kestra Advisory Services first reported a position in HERD in Q1 2024 and has held it in 10 quarters since. 16 funds tracked by Wall St. Rank hold HERD as of Q2 2026.

Kestra Advisory Services held 10,285 shares of Pacer Cash Cows Fund of Funds ETF worth $484K as of Q2 2026.
Kestra Advisory Services sold 75 Pacer Cash Cows Fund of Funds ETF shares in Q2 2026, an estimated $3.55K.
Pacer Cash Cows Fund of Funds ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2376 holding.
Kestra Advisory Services first reported a position in Pacer Cash Cows Fund of Funds ETF in Q1 2024 and has held it in 10 quarters since.
16 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.