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

Napa 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
2024
Q3 		– Sell
-35,643
Closed -$1.32M – 167
2024
Q2 		$1.32M Buy
+35,643
New +$1.36M 0.89% 24

Other funds holding HERD

ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Napa Wealth Management's HERD Position: Q3 2024 in Review

Napa Wealth Management sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q3 2024, closing a stake of 35,643 shares — an estimated $1.32M sold.

Napa Wealth Management first reported a position in HERD in Q2 2024 and held it in 1 quarter. The position peaked at $1.32M in Q2 2024. 39 funds tracked by Wall St. Rank hold HERD as of Q3 2024.

  • Napa Wealth Management reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q3 2024 after selling out during the quarter.
  • Napa Wealth Management sold 35,643 Pacer Cash Cows Fund of Funds ETF shares in Q3 2024, an estimated $1.32M.
  • Napa Wealth Management first reported a position in Pacer Cash Cows Fund of Funds ETF in Q2 2024 and held it in 1 quarter.
  • Napa Wealth Management's Pacer Cash Cows Fund of Funds ETF position peaked at $1.32M in Q2 2024.
  • 39 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q3 2024.

Based on Napa Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.