World Equity Group
HERD icon

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
Q3 		$546K Buy
11,179
+115
+1% +$5.79K 0.23% 94
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

Clear Creek Financial Management
Clear Creek Financial Management Silverdale, Washington $1.33B AUM 22.52% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $695M AUM 28.3% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Obermeyer Wealth Partners
Obermeyer Wealth Partners Aspen, Colorado $2.51B AUM 18.87% 1-Year Est. Return
BNB Wealth Management
BNB Wealth Management Silver Spring, Maryland $182M AUM 26.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Convergence Financial
Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Capital Investment Advisory Services
Capital Investment Advisory Services Raleigh, North Carolina $1.61B AUM 16.94% 1-Year Est. Return

World Equity Group's HERD Position: Q3 2026 in Review

World Equity Group increased its Pacer Cash Cows Fund of Funds ETF (HERD) stake by 1% in Q3 2026, buying an estimated $5.79K and bringing the position to 11,179 shares worth $546K. The position accounts for 0.23% of the portfolio, ranked #94.

World Equity Group first reported a position in HERD in Q4 2023 and has held it in 12 quarters since. The position peaked at $997K in Q4 2024. 13 funds tracked by Wall St. Rank hold HERD as of Q3 2026.

  • World Equity Group held 11,179 shares of Pacer Cash Cows Fund of Funds ETF worth $546K as of Q3 2026.
  • World Equity Group bought 115 Pacer Cash Cows Fund of Funds ETF shares in Q3 2026, an estimated $5.79K.
  • Pacer Cash Cows Fund of Funds ETF made up 0.23% of World Equity Group's portfolio in Q3 2026, its #94 holding.
  • World Equity Group first reported a position in Pacer Cash Cows Fund of Funds ETF in Q4 2023 and has held it in 12 quarters since.
  • World Equity Group's Pacer Cash Cows Fund of Funds ETF position peaked at $997K in Q4 2024.
  • 13 funds tracked by Wall St. Rank held Pacer Cash Cows Fund of Funds ETF as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.