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Mather Group’s Pacer WealthShield ETF PWS Stock Holding History

Mather Group’s Portfolio PWS Stock Details PWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.51M Buy
+203,238
New +$6.67M 0.06% 111

Other funds holding PWS

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $508M AUM 83.62% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $9.2B AUM 23.26% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Mather Group's PWS Position: Q1 2026 in Review

Mather Group opened a new position in Pacer WealthShield ETF (PWS) in Q1 2026: 203,238 shares worth $6.51M. The stake represents 0.06% of the portfolio and ranks #111 among its holdings.

13 funds tracked by Wall St. Rank hold PWS as of Q1 2026.

  • Mather Group held 203,238 shares of Pacer WealthShield ETF worth $6.51M as of Q1 2026.
  • Pacer WealthShield ETF was a new Mather Group position in Q1 2026.
  • Pacer WealthShield ETF made up 0.06% of Mather Group's portfolio in Q1 2026, its #111 holding.
  • 13 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q1 2026.

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