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 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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Obermeyer Wealth Partners's HERD Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Pacer Cash Cows Fund of Funds ETF (HERD) stake by 0.76% in Q2 2026, selling an estimated $5.02K and leaving 13,817 shares worth $650K. The position accounts for 0.03% of the portfolio, ranked #155.

Obermeyer Wealth Partners first reported a position in HERD in Q2 2024 and has held it in 7 quarters since. The position peaked at $840K in Q3 2025. 16 funds tracked by Wall St. Rank hold HERD as of Q2 2026.

Obermeyer Wealth Partners held 13,817 shares of Pacer Cash Cows Fund of Funds ETF worth $650K as of Q2 2026.
Obermeyer Wealth Partners sold 106 Pacer Cash Cows Fund of Funds ETF shares in Q2 2026, an estimated $5.02K.
Pacer Cash Cows Fund of Funds ETF made up 0.03% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #155 holding.
Obermeyer Wealth Partners first reported a position in Pacer Cash Cows Fund of Funds ETF in Q2 2024 and has held it in 7 quarters since.
Obermeyer Wealth Partners's Pacer Cash Cows Fund of Funds ETF position peaked at $840K in Q3 2025.
16 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.