49 Wealth Management’s Pathfinder Focused Opportunities ETF PFOE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$93.1M	Buy	4,167,305 +3,980,050	+2,125%	+$96.8M	6.96%	6
2025 Q4	$4.67M	Buy	+187,255	New	+$4.67M	0.38%	28

Other funds holding PFOE

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

49 Wealth Management increased its Pathfinder Focused Opportunities ETF (PFOE) stake by 2,125% in Q1 2026, buying an estimated $96.8M and bringing the position to 4,167,305 shares worth $93.1M. The position accounts for 6.96% of the portfolio, ranked #6.

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

49 Wealth Management held 4,167,305 shares of Pathfinder Focused Opportunities ETF worth $93.1M as of Q1 2026.
49 Wealth Management bought 3,980,050 Pathfinder Focused Opportunities ETF shares in Q1 2026, an estimated $96.8M.
Pathfinder Focused Opportunities ETF made up 6.96% of 49 Wealth Management's portfolio in Q1 2026, its #6 holding.
49 Wealth Management first reported a position in Pathfinder Focused Opportunities ETF in Q4 2025 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held Pathfinder Focused Opportunities ETF as of Q1 2026.

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