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
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 $56.4B AUM 24.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $501M AUM 15.27% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

LPL Financial's HERD Position: Q1 2026 in Review

LPL Financial reduced its Pacer Cash Cows Fund of Funds ETF (HERD) stake by 3.2% in Q1 2026, selling an estimated $332K and leaving 217,382 shares worth $9.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

LPL Financial first reported a position in HERD in Q1 2023 and has held it in 13 quarters since. 41 funds tracked by Wall St. Rank hold HERD as of Q1 2026.

  • LPL Financial held 217,382 shares of Pacer Cash Cows Fund of Funds ETF worth $9.94M as of Q1 2026.
  • LPL Financial sold 7,276 Pacer Cash Cows Fund of Funds ETF shares in Q1 2026, an estimated $332K.
  • Pacer Cash Cows Fund of Funds ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1999 holding.
  • LPL Financial first reported a position in Pacer Cash Cows Fund of Funds ETF in Q1 2023 and has held it in 13 quarters since.
  • 41 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.