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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
Q2 		$62.7K Sell
3,272
-119,641
-97% -$2.3M ﹤0.01% 1050
2026
Q1 		$2.33M Buy
+122,913
New +$2.37M 0.02% 211

Other funds holding PTBD

Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FWP
Forefront Wealth Partners Austin, Texas $323M AUM 27.85% 1-Year Est. Return
MWM
Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mather Group's PTBD Position: Q2 2026 in Review

Mather Group reduced its Pacer Trendpilot US Bond ETF (PTBD) stake by 97% in Q2 2026, selling an estimated $2.3M and leaving 3,272 shares worth $62.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1050.

Mather Group first reported a position in PTBD in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.33M in Q1 2026. 48 funds tracked by Wall St. Rank hold PTBD as of Q2 2026.

  • Mather Group held 3,272 shares of Pacer Trendpilot US Bond ETF worth $62.7K as of Q2 2026.
  • Mather Group sold 119,641 Pacer Trendpilot US Bond ETF shares in Q2 2026, an estimated $2.3M.
  • Pacer Trendpilot US Bond ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1050 holding.
  • Mather Group first reported a position in Pacer Trendpilot US Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Mather Group's Pacer Trendpilot US Bond ETF position peaked at $2.33M in Q1 2026.
  • 48 funds tracked by Wall St. Rank held Pacer Trendpilot US Bond ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.