Principal Securities’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-1,000	Closed	-$42.4K	–	2283
2025 Q3	$42.4K	Sell	1,000 -132	-12%	-$5.48K	﹤0.01%	2030
2025 Q2	$45.1K	Buy	1,132 +132	+13%	+$4.98K	﹤0.01%	1940
2025 Q1	$37.9K	Hold	1,000	–	–	﹤0.01%	1878
2024 Q4	$37.9K	Hold	1,000	–	–	﹤0.01%	1875
2024 Q3	$40K	Hold	1,000	–	–	﹤0.01%	1790
2024 Q2	$37.2K	Hold	1,000	–	–	﹤0.01%	1755
2024 Q1	$39.3K	Hold	1,000	–	–	﹤0.01%	1679
2023 Q4	$37.7K	Buy	+1,000	New	+$34.8K	﹤0.01%	1609

Other funds holding HERD

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

ARG

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

CCFM

Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return

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

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

Principal Securities's HERD Position: Q4 2025 in Review

Principal Securities sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q4 2025, closing a stake of 1,000 shares — an estimated $42.4K sold.

Principal Securities first reported a position in HERD in Q4 2023 and held it in 8 quarters. The position peaked at $45.1K in Q2 2025. 42 funds tracked by Wall St. Rank hold HERD as of Q4 2025.

Principal Securities reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 1,000 Pacer Cash Cows Fund of Funds ETF shares in Q4 2025, an estimated $42.4K.
Principal Securities first reported a position in Pacer Cash Cows Fund of Funds ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's Pacer Cash Cows Fund of Funds ETF position peaked at $45.1K in Q2 2025.
42 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.