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

Realta 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
2024
Q3 		– Sell
-610
Closed -$22.7K – 516
2024
Q2 		$22.7K Sell
610
-910
-60% -$34.8K ﹤0.01% 609
2024
Q1 		$59.7K Buy
+1,520
New +$56.7K 0.01% 537
2023
Q4 		– Sell
-1,209
Closed -$41.1K – 566
2023
Q3 		$41.1K Hold
1,209
– – 0.01% 546
2023
Q2 		$41.1K Buy
+1,209
New +$40.3K 0.01% 579

Other funds holding HERD

ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
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
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

Realta Investment Advisors's HERD Position: Q3 2024 in Review

Realta Investment Advisors sold out of Pacer Cash Cows Fund of Funds ETF (HERD) in Q3 2024, closing a stake of 610 shares — an estimated $22.7K sold.

Realta Investment Advisors first reported a position in HERD in Q2 2023 and held it in 4 quarters. The position peaked at $59.7K in Q1 2024. 39 funds tracked by Wall St. Rank hold HERD as of Q3 2024.

  • Realta Investment Advisors reported no remaining Pacer Cash Cows Fund of Funds ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 610 Pacer Cash Cows Fund of Funds ETF shares in Q3 2024, an estimated $22.7K.
  • Realta Investment Advisors first reported a position in Pacer Cash Cows Fund of Funds ETF in Q2 2023 and held it in 4 quarters.
  • Realta Investment Advisors's Pacer Cash Cows Fund of Funds ETF position peaked at $59.7K in Q1 2024.
  • 39 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.