Obermeyer Wealth Partners’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Obermeyer Wealth Partners’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 Q3	$675K	Hold	13,817	–	–	0.03%	150
2026 Q2	$650K	Sell	13,817 -106	-0.8%	-$5.02K	0.03%	155
2026 Q1	$637K	Hold	13,923	–	–	0.03%	147
2025 Q4	$605K	Sell	13,923 -5,899	-30%	-$256K	0.03%	152
2025 Q3	$840K	Sell	19,822 -45	-0.2%	-$1.87K	0.04%	125
2025 Q2	$791K	Buy	+19,867	New	+$750K	0.04%	122
2025 Q1	–	Sell	-7,886	Closed	-$299K	–	268
2024 Q4	$299K	Buy	+7,886	New	+$311K	0.02%	207
2024 Q3	–	Sell	-8,352	Closed	-$310K	–	269
2024 Q2	$310K	Buy	+8,352	New	+$320K	0.02%	193

Other funds holding HERD

Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

BNB Wealth Management Silver Spring, Maryland $182M AUM 26.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

Obermeyer Wealth Partners's HERD Position: Q3 2026 in Review

Obermeyer Wealth Partners held its Pacer Cash Cows Fund of Funds ETF (HERD) position steady in Q3 2026 at 13,817 shares worth $675K. The position accounts for 0.03% of the portfolio, ranked #150.

Obermeyer Wealth Partners first reported a position in HERD in Q2 2024 and has held it in 8 quarters since. The position peaked at $840K in Q3 2025. 13 funds tracked by Wall St. Rank hold HERD as of Q3 2026.

Obermeyer Wealth Partners held 13,817 shares of Pacer Cash Cows Fund of Funds ETF worth $675K as of Q3 2026.
Obermeyer Wealth Partners left its Pacer Cash Cows Fund of Funds ETF share count unchanged in Q3 2026.
Pacer Cash Cows Fund of Funds ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #150 holding.
Obermeyer Wealth Partners first reported a position in Pacer Cash Cows Fund of Funds ETF in Q2 2024 and has held it in 8 quarters since.
Obermeyer Wealth Partners's Pacer Cash Cows Fund of Funds ETF position peaked at $840K in Q3 2025.
13 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.