LPL Financial
HERD icon

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

LPL Financial’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 		$10.7M Buy
226,513
+9,131
+4% +$433K ﹤0.01% 2081
2026
Q1 		$9.94M Sell
217,382
-7,276
-3% -$332K ﹤0.01% 1999
2025
Q4 		$9.76M Buy
224,658
+4,880
+2% +$212K ﹤0.01% 1949
2025
Q3 		$9.31M Buy
219,778
+16,224
+8% +$673K ﹤0.01% 1935
2025
Q2 		$8.11M Buy
203,554
+2,602
+1% +$98.2K ﹤0.01% 1911
2025
Q1 		$7.53M Sell
200,952
-1,760
-0.9% -$67.8K ﹤0.01% 1817
2024
Q4 		$7.68M Buy
202,712
+1,939
+1% +$76.4K ﹤0.01% 1741
2024
Q3 		$8.04M Buy
200,773
+1,704
+0.9% +$65.4K ﹤0.01% 1634
2024
Q2 		$7.4M Buy
199,069
+28,635
+17% +$1.1M ﹤0.01% 1561
2024
Q1 		$6.7M Sell
170,434
-9,641
-5% -$360K ﹤0.01% 1582
2023
Q4 		$6.8M Buy
180,075
+83,432
+86% +$2.9M ﹤0.01% 1487
2023
Q3 		$3.34M Sell
96,643
-28,995
-23% -$1.02M ﹤0.01% 1867
2023
Q2 		$4.27M Buy
125,638
+56,357
+81% +$1.88M ﹤0.01% 1662
2023
Q1 		$2.33M Buy
+69,281
New +$2.32M ﹤0.01% 2022

Other funds holding HERD

Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Osaic Holdings
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial's HERD Position: Q2 2026 in Review

LPL Financial increased its Pacer Cash Cows Fund of Funds ETF (HERD) stake by 4.2% in Q2 2026, buying an estimated $433K and bringing the position to 226,513 shares worth $10.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

LPL Financial first reported a position in HERD in Q1 2023 and has held it in 14 quarters since. 43 funds tracked by Wall St. Rank hold HERD as of Q2 2026.

  • LPL Financial held 226,513 shares of Pacer Cash Cows Fund of Funds ETF worth $10.7M as of Q2 2026.
  • LPL Financial bought 9,131 Pacer Cash Cows Fund of Funds ETF shares in Q2 2026, an estimated $433K.
  • Pacer Cash Cows Fund of Funds ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2081 holding.
  • LPL Financial first reported a position in Pacer Cash Cows Fund of Funds ETF in Q1 2023 and has held it in 14 quarters since.
  • 43 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.