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

Kestra Private Wealth 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
2025 Q1	–	Sell	-13,700	Closed	-$519K	–	1530
2024 Q4	$519K	Buy	13,700 +318	+2%	+$12.5K	0.01%	904
2024 Q3	$536K	Sell	13,382 -704	-5%	-$27K	0.01%	845
2024 Q2	$524K	Sell	14,086 -312	-2%	-$11.9K	0.01%	813
2024 Q1	$566K	Buy	14,398 +498	+4%	+$18.6K	0.01%	752
2023 Q4	$525K	Buy	+13,900	New	+$484K	0.01%	712

Other funds holding HERD

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

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

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

CIAS

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

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Kestra Private Wealth Services's HERD Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q1 2025, closing a stake of 13,700 shares — an estimated $519K sold.

Kestra Private Wealth Services first reported a position in HERD in Q4 2023 and held it in 5 quarters. The position peaked at $566K in Q1 2024. 35 funds tracked by Wall St. Rank hold HERD as of Q1 2025.

Kestra Private Wealth Services reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q1 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 13,700 Pacer Cash Cows Fund of Funds ETF shares in Q1 2025, an estimated $519K.
Kestra Private Wealth Services first reported a position in Pacer Cash Cows Fund of Funds ETF in Q4 2023 and held it in 5 quarters.
Kestra Private Wealth Services's Pacer Cash Cows Fund of Funds ETF position peaked at $566K in Q1 2024.
35 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.