Prosperity Wealth Management’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Prosperity Wealth 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
2024 Q3	–	Sell	-21,300	Closed	-$792K	–	210
2024 Q2	$792K	Sell	21,300 -17,160	-45%	-$656K	0.39%	47
2024 Q1	$1.51M	Buy	38,460 +2,205	+6%	+$82.3K	0.72%	24
2023 Q4	$1.37M	Buy	36,255 +4,825	+15%	+$168K	0.89%	21
2023 Q3	$1.09M	Buy	31,430 +2,645	+9%	+$92.9K	0.7%	24
2023 Q2	$979K	Sell	28,785 -2,035	-7%	-$67.8K	0.63%	25
2023 Q1	$1.03M	Buy	30,820 +508	+2%	+$17K	0.82%	27
2022 Q4	$974K	Buy	+30,312	New	+$966K	0.92%	28

Other funds holding HERD

ARG

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

ACP

Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 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

Prosperity Wealth Management's HERD Position: Q3 2024 in Review

Prosperity Wealth Management sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q3 2024, closing a stake of 21,300 shares — an estimated $792K sold.

Prosperity Wealth Management first reported a position in HERD in Q4 2022 and held it in 7 quarters. The position peaked at $1.51M in Q1 2024. 39 funds tracked by Wall St. Rank hold HERD as of Q3 2024.

Prosperity Wealth Management reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q3 2024 after selling out during the quarter.
Prosperity Wealth Management sold 21,300 Pacer Cash Cows Fund of Funds ETF shares in Q3 2024, an estimated $792K.
Prosperity Wealth Management first reported a position in Pacer Cash Cows Fund of Funds ETF in Q4 2022 and held it in 7 quarters.
Prosperity Wealth Management's Pacer Cash Cows Fund of Funds ETF position peaked at $1.51M in Q1 2024.
39 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q3 2024.

Based on Prosperity Wealth Management's 13F filing for Q3 2024, filed 14 Nov 2024.