Wealth Enhancement Advisory Services
HERD icon

Wealth Enhancement Advisory Services’s Pacer Cash Cows Fund of Funds ETF HERD Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q2 		$421K Hold
8,770
– – ﹤0.01% 2857
2026
Q1 		$403K Sell
8,770
-819
-9% -$37.4K ﹤0.01% 2499
2025
Q4 		$426K Buy
9,589
+4
+0% +$173 ﹤0.01% 2612
2025
Q3 		$407K Buy
9,585
+1,159
+14% +$48.1K ﹤0.01% 2539
2025
Q2 		$344K Buy
8,426
+912
+12% +$34.4K ﹤0.01% 2534
2025
Q1 		$281K Sell
7,514
-322
-4% -$12.4K ﹤0.01% 2496
2024
Q4 		$297K Buy
+7,836
New +$309K ﹤0.01% 2388

Other funds holding HERD

CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OWP
Obermeyer Wealth Partners Aspen, Colorado $2.44B AUM 24.34% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wealth Enhancement Advisory Services's HERD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services held its Pacer Cash Cows Fund of Funds ETF (HERD) position steady in Q2 2026 at 8,770 shares worth $421K. The position accounts for ﹤0.01% of the portfolio, ranked #2857.

Wealth Enhancement Advisory Services first reported a position in HERD in Q4 2024 and has held it in 7 quarters since. The position peaked at $426K in Q4 2025. 16 funds tracked by Wall St. Rank hold HERD as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,770 shares of Pacer Cash Cows Fund of Funds ETF worth $421K as of Q2 2026.
  • Wealth Enhancement Advisory Services left its Pacer Cash Cows Fund of Funds ETF share count unchanged in Q2 2026.
  • Pacer Cash Cows Fund of Funds ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2857 holding.
  • Wealth Enhancement Advisory Services first reported a position in Pacer Cash Cows Fund of Funds ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealth Enhancement Advisory Services's Pacer Cash Cows Fund of Funds ETF position peaked at $426K in Q4 2025.
  • 16 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.