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

World Equity 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
2026 Q2	$521K	Buy	11,064 +218	+2%	+$10.3K	0.12%	209
2026 Q1	$496K	Buy	10,846 +241	+2%	+$11K	0.13%	194
2025 Q4	$461K	Hold	10,605	–	–	0.13%	177
2025 Q3	$449K	Buy	10,605 +40	+0.4%	+$1.66K	0.1%	193
2025 Q2	$421K	Buy	10,565 +746	+8%	+$28.2K	0.11%	184
2025 Q1	$393K	Sell	9,819 -16,485	-63%	-$635K	0.11%	186
2024 Q4	$997K	Buy	26,304 +16,485	+168%	+$650K	0.21%	102
2024 Q3	$393K	Buy	9,819 +3,357	+52%	+$129K	0.14%	148
2024 Q2	$240K	Buy	6,462 +1,023	+19%	+$39.1K	0.07%	234
2024 Q1	$214K	Buy	5,439 +49	+0.9%	+$1.83K	0.04%	289
2023 Q4	$203K	Buy	+5,390	New	+$188K	0.04%	313

Other funds holding HERD

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CCFM

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

CWM

Centric Wealth Management Chicago, Illinois $643M AUM 21% 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

World Equity Group's HERD Position: Q2 2026 in Review

World Equity Group increased its Pacer Cash Cows Fund of Funds ETF (HERD) stake by 2% in Q2 2026, buying an estimated $10.3K and bringing the position to 11,064 shares worth $521K. The position accounts for 0.12% of the portfolio, ranked #209.

World Equity Group first reported a position in HERD in Q4 2023 and has held it in 11 quarters since. The position peaked at $997K in Q4 2024. 43 funds tracked by Wall St. Rank hold HERD as of Q2 2026.

World Equity Group held 11,064 shares of Pacer Cash Cows Fund of Funds ETF worth $521K as of Q2 2026.
World Equity Group bought 218 Pacer Cash Cows Fund of Funds ETF shares in Q2 2026, an estimated $10.3K.
Pacer Cash Cows Fund of Funds ETF made up 0.12% of World Equity Group's portfolio in Q2 2026, its #209 holding.
World Equity Group first reported a position in Pacer Cash Cows Fund of Funds ETF in Q4 2023 and has held it in 11 quarters since.
World Equity Group's Pacer Cash Cows Fund of Funds ETF position peaked at $997K in Q4 2024.
43 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.