MWM
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McCartney Wealth Management’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

McCartney Wealth Management’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 		$220K Hold
4,805
– – 0.19% 60
2025
Q4 		$214K Buy
+4,805
New +$208K 0.19% 58

Other funds holding HERD

Rockefeller Capital Management
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

McCartney Wealth Management's HERD Position: Q1 2026 in Review

McCartney Wealth Management held its Pacer Cash Cows Fund of Funds ETF (HERD) position steady in Q1 2026 at 4,805 shares worth $220K. The position accounts for 0.19% of the portfolio, ranked #60.

McCartney Wealth Management first reported a position in HERD in Q4 2025 and has held it in 2 quarters since. 41 funds tracked by Wall St. Rank hold HERD as of Q1 2026.

  • McCartney Wealth Management held 4,805 shares of Pacer Cash Cows Fund of Funds ETF worth $220K as of Q1 2026.
  • McCartney Wealth Management left its Pacer Cash Cows Fund of Funds ETF share count unchanged in Q1 2026.
  • Pacer Cash Cows Fund of Funds ETF made up 0.19% of McCartney Wealth Management's portfolio in Q1 2026, its #60 holding.
  • McCartney Wealth Management first reported a position in Pacer Cash Cows Fund of Funds ETF in Q4 2025 and has held it in 2 quarters since.
  • 41 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q1 2026.

Based on McCartney Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.