Optimum Investment Advisors’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Optimum Investment Advisors’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
2021 Q3	–	Sell	-27	Closed	-$1K	–	872
2021 Q2	$1K	Hold	27	–	–	﹤0.01%	883
2021 Q1	$1K	Hold	27	–	–	﹤0.01%	890
2020 Q4	$1K	Hold	27	–	–	﹤0.01%	855
2020 Q3	$1K	Hold	27	–	–	﹤0.01%	848
2020 Q2	$1K	Buy	+27	New	+$568	﹤0.01%	844

Other funds holding HERD

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Optimum Investment Advisors's HERD Position: Q3 2021 in Review

Optimum Investment Advisors sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q3 2021, closing a stake of 27 shares — an estimated $1K sold.

Optimum Investment Advisors first reported a position in HERD in Q2 2020 and held it in 5 quarters. The position peaked at $1K in Q2 2021. 3 funds tracked by Wall St. Rank hold HERD as of Q3 2021.

Optimum Investment Advisors reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q3 2021 after selling out during the quarter.
Optimum Investment Advisors sold 27 Pacer Cash Cows Fund of Funds ETF shares in Q3 2021, an estimated $1K.
Optimum Investment Advisors first reported a position in Pacer Cash Cows Fund of Funds ETF in Q2 2020 and held it in 5 quarters.
Optimum Investment Advisors's Pacer Cash Cows Fund of Funds ETF position peaked at $1K in Q2 2021.
3 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q3 2021.

Based on Optimum Investment Advisors's 13F filing for Q3 2021, filed 12 Oct 2021.