49 Wealth Management’s Pathfinder Disciplined US Equity ETF PFDE Stock Holding History

49 Wealth Management’s Portfolio PFDE Stock Details PFDE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$98.3M	Buy	4,179,577 +4,024,115	+2,588%	+$99.4M	7.36%	5
2025 Q4	$3.87M	Buy	+155,462	New	+$3.87M	0.32%	33

Other funds holding PFDE

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

49 Wealth Management's PFDE Position: Q1 2026 in Review

49 Wealth Management increased its Pathfinder Disciplined US Equity ETF (PFDE) stake by 2,588% in Q1 2026, buying an estimated $99.4M and bringing the position to 4,179,577 shares worth $98.3M. The position accounts for 7.36% of the portfolio, ranked #5.

49 Wealth Management first reported a position in PFDE in Q4 2025 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold PFDE as of Q1 2026.

49 Wealth Management held 4,179,577 shares of Pathfinder Disciplined US Equity ETF worth $98.3M as of Q1 2026.
49 Wealth Management bought 4,024,115 Pathfinder Disciplined US Equity ETF shares in Q1 2026, an estimated $99.4M.
Pathfinder Disciplined US Equity ETF made up 7.36% of 49 Wealth Management's portfolio in Q1 2026, its #5 holding.
49 Wealth Management first reported a position in Pathfinder Disciplined US Equity ETF in Q4 2025 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held Pathfinder Disciplined US Equity ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.