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Mather Group’s Pacer Trendpilot US Bond ETF PTBD Stock Holding History

Mather Group’s Portfolio PTBD Stock Details PTBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.33M Buy
+122,913
New +$2.37M 0.02% 211

Other funds holding PTBD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MCA
Magnolia Capital Advisors Jackson, Mississippi $509M AUM 18.99% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
MSL
MILLINGTON SECURITIES, LLC Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mather Group's PTBD Position: Q1 2026 in Review

Mather Group opened a new position in Pacer Trendpilot US Bond ETF (PTBD) in Q1 2026: 122,913 shares worth $2.33M. The stake represents 0.02% of the portfolio and ranks #211 among its holdings.

54 funds tracked by Wall St. Rank hold PTBD as of Q1 2026.

  • Mather Group held 122,913 shares of Pacer Trendpilot US Bond ETF worth $2.33M as of Q1 2026.
  • Pacer Trendpilot US Bond ETF was a new Mather Group position in Q1 2026.
  • Pacer Trendpilot US Bond ETF made up 0.02% of Mather Group's portfolio in Q1 2026, its #211 holding.
  • 54 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.