Cambridge Investment Research Advisors, Inc. HERD — PACER FDS TR CASH COWS

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  18 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported PACER FDS TR CASH COWS (HERD) in 18 quarterly 13F filings from 2024 Q2 through 2026 Q2. The latest visible filing shows HERD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HERD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Investment Research Advisors, Inc.'s position in PACER FDS TR CASH COWS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HERD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HERD stock page Cambridge Investment Research Advisors, Inc. fund profile Cambridge Investment Research Advisors, Inc. full holdings
How Cambridge Investment Research Advisors, Inc. held HERD — position size vs. price
% of Fund (quarterly)    HERD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 6.2% +5.7% ❌ 17,868 -1,190 -6.2% 0.00% $841 2026-07-30 $49.67
2026 Q1 ADDED — — — 19,058 +494 +2.7% 0.00% $872 2026-04-30 $46.92
2025 Q4 ADDED — — — 18,564 +892 +5.0% 0.00% $807K 2026-02-05 $45.03
2025 Q3 REDUCED — — — 17,672 -820 -4.4% 0.00% $749K 2025-11-12 $42.12
2025 Q2 REDUCED 7.3% +6.8% ❌ 18,492 -1,453 -7.3% 0.00% $737K 2025-07-31 $38.54
2025 Q1 REDUCED 16.9% +6.8% ❌ 19,945 -4,068 -16.9% 0.00% $747K 2025-04-22 $34.24
2024 Q4 REDUCED 22.0% -0.9% ✅ 24,013 -6,780 -22.0% 0.00% $910K 2025-02-14 $37.49
2024 Q3 REDUCED — — — 30,793 -1,618 -5.0% 0.00% $1.2M 2024-10-28 $37.09
2024 Q2 REDUCED 13.2% +8.2% ❌ 32,411 -4,924 -13.2% 0.00% $1.2M 2024-07-26 $36.92
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HERD

As of 2026 Q2 — sorted by position size

Centric Wealth Management 3Y 7Y 0.48% Advisory Resource Group 3Y 7Y 0.27% Clear Creek Financial Management, LLC 3Y 0.25% BNB Wealth Management, LLC 0.2% McCartney Wealth Management LLC 0.17% WORLD EQUITY GROUP, INC. 0.12% Convergence Financial, LLC 0.05% Obermeyer Wealth Partners 3Y 7Y 0.03% COZAD ASSET MANAGEMENT INC 3Y 7Y 0.02% Rockefeller Capital Management L.P. 3Y 7Y 0.02%

FAQ About Cambridge Investment Research Advisors, Inc. and HERD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cambridge Investment Research Advisors, Inc. reported owning HERD?

Cambridge Investment Research Advisors, Inc. reported HERD across 9 quarterly 13F filings, from 2024 Q2 through 2026 Q2.

What was the largest reported HERD position in Cambridge Investment Research Advisors, Inc.'s portfolio?

The largest reported portfolio weight for HERD was 0.00% in 2024 Q2.

What is the latest reported HERD position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 17,868 shares, equal to 0.00% of portfolio, with an estimated market value of $841.

What does the chart on this HERD ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly HERD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cambridge Investment Research Advisors, Inc. time their HERD position?

Based on 13F filing dates vs. subsequent HERD price moves, Cambridge Investment Research Advisors, Inc. correctly timed 7 out of 17 reported position changes (41%). The annualised alpha on HERD relative to SPY over the holding period was +108.0%.

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