Patriot Financial Group Insurance Agency’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Patriot Financial Group Insurance Agency’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 Q4	–	Sell	-9,157	Closed	-$367K	–	510
2024 Q3	$367K	Buy	9,157 +2,416	+36%	+$92.8K	0.05%	342
2024 Q2	$251K	Buy	6,741 +1,467	+28%	+$56.1K	0.04%	409
2024 Q1	$207K	Buy	+5,274	New	+$197K	0.03%	441

Other funds holding HERD

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

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

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

CWM

Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

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

FFS

Founders Financial Securities Towson, Maryland $1.95B AUM 22.17% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HERD Position: Q4 2024 in Review

Patriot Financial Group Insurance Agency sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q4 2024, closing a stake of 9,157 shares — an estimated $367K sold.

Patriot Financial Group Insurance Agency first reported a position in HERD in Q1 2024 and held it in 3 quarters. The position peaked at $367K in Q3 2024. 38 funds tracked by Wall St. Rank hold HERD as of Q4 2024.

Patriot Financial Group Insurance Agency reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q4 2024 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 9,157 Pacer Cash Cows Fund of Funds ETF shares in Q4 2024, an estimated $367K.
Patriot Financial Group Insurance Agency first reported a position in Pacer Cash Cows Fund of Funds ETF in Q1 2024 and held it in 3 quarters.
Patriot Financial Group Insurance Agency's Pacer Cash Cows Fund of Funds ETF position peaked at $367K in Q3 2024.
38 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q4 2024.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2024, filed 22 Jan 2025.