Mather Group
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Mather Group’s Unlimited HFGM Global Macro ETF HFGM Stock Holding History

Mather Group’s Portfolio HFGM Stock Details HFGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$7.39M Sell
235,662
-971
-0.4% -$30.4K 0.06% 134
2026
Q2 		$7.23M Buy
236,633
+104,723
+79% +$3.43M 0.06% 129
2026
Q1 		$4.23M Buy
+131,910
New +$4.31M 0.04% 152

Other funds holding HFGM

Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Insight Wealth Strategies
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return
Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Invenio Wealth Partners
Invenio Wealth Partners Coral Gables, Florida $280M AUM 14.41% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Accurate Wealth Management
Accurate Wealth Management Wesley Chapel, Florida $1.16B AUM 24.67% 1-Year Est. Return
RHS Financial
RHS Financial San Francisco, California $296M AUM 17.24% 1-Year Est. Return
Oregon Pacific Wealth Management
Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Mather Group's HFGM Position: Q3 2026 in Review

Mather Group reduced its Unlimited HFGM Global Macro ETF (HFGM) stake by 0.41% in Q3 2026, selling an estimated $30.4K and leaving 235,662 shares worth $7.39M. The position accounts for 0.06% of the portfolio, ranked #134.

Mather Group first reported a position in HFGM in Q1 2026 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold HFGM as of Q3 2026.

  • Mather Group held 235,662 shares of Unlimited HFGM Global Macro ETF worth $7.39M as of Q3 2026.
  • Mather Group sold 971 Unlimited HFGM Global Macro ETF shares in Q3 2026, an estimated $30.4K.
  • Unlimited HFGM Global Macro ETF made up 0.06% of Mather Group's portfolio in Q3 2026, its #134 holding.
  • Mather Group first reported a position in Unlimited HFGM Global Macro ETF in Q1 2026 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Unlimited HFGM Global Macro ETF as of Q3 2026.

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