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Orser Capital Management’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Orser Capital 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
2022
Q2 		– Sell
-13,610
Closed -$546K – 56
2022
Q1 		$546K Buy
+13,610
New +$477K 0.33% 55

Other funds holding HERD

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Orser Capital Management's HERD Position: Q2 2022 in Review

Orser Capital Management sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q2 2022, closing a stake of 13,610 shares — an estimated $546K sold.

Orser Capital Management first reported a position in HERD in Q1 2022 and held it in 1 quarter. The position peaked at $546K in Q1 2022. 5 funds tracked by Wall St. Rank hold HERD as of Q2 2022.

  • Orser Capital Management reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q2 2022 after selling out during the quarter.
  • Orser Capital Management sold 13,610 Pacer Cash Cows Fund of Funds ETF shares in Q2 2022, an estimated $546K.
  • Orser Capital Management first reported a position in Pacer Cash Cows Fund of Funds ETF in Q1 2022 and held it in 1 quarter.
  • Orser Capital Management's Pacer Cash Cows Fund of Funds ETF position peaked at $546K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q2 2022.

Based on Orser Capital Management's 13F filing for Q2 2022, filed 11 Jul 2022.