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Retirement Group’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Retirement Group’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
Q1 		$101K Hold
1,735
– – 0.04% 160
2023
Q4 		$90.2K Sell
1,735
-3,000
-63% -$104K 0.04% 164
2023
Q3 		$234K Buy
4,735
+558
+13% +$19.6K 0.1% 88
2023
Q2 		$200K Hold
4,177
– – 0.08% 98
2023
Q1 		$196K Hold
4,177
– – 0.09% 92
2022
Q4 		$193K Buy
+4,177
New +$133K 0.09% 85

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
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 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
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Retirement Group's HERD Position: Q1 2024 in Review

Retirement Group held its Pacer Cash Cows Fund of Funds ETF (HERD) position steady in Q1 2024 at 1,735 shares worth $101K. The position accounts for 0.04% of the portfolio, ranked #160.

Retirement Group first reported a position in HERD in Q4 2022 and has held it in 6 quarters since. The position peaked at $234K in Q3 2023. 41 funds tracked by Wall St. Rank hold HERD as of Q1 2024.

  • Retirement Group held 1,735 shares of Pacer Cash Cows Fund of Funds ETF worth $101K as of Q1 2024.
  • Retirement Group left its Pacer Cash Cows Fund of Funds ETF share count unchanged in Q1 2024.
  • Pacer Cash Cows Fund of Funds ETF made up 0.04% of Retirement Group's portfolio in Q1 2024, its #160 holding.
  • Retirement Group first reported a position in Pacer Cash Cows Fund of Funds ETF in Q4 2022 and has held it in 6 quarters since.
  • Retirement Group's Pacer Cash Cows Fund of Funds ETF position peaked at $234K in Q3 2023.
  • 41 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.