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 Q3	$867K	Sell	26,867 -2,071	-7%	-$67.9K	0.01%	410
2026 Q2	$950K	Sell	28,938 -174,300	-86%	-$5.58M	0.01%	388
2026 Q1	$6.51M	Buy	+203,238	New	+$6.67M	0.06%	111

Other funds holding PWS

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Mather Group's PWS Position: Q3 2026 in Review

Mather Group reduced its Pacer WealthShield ETF (PWS) stake by 7.2% in Q3 2026, selling an estimated $67.9K and leaving 26,867 shares worth $867K. The position accounts for 0.01% of the portfolio, ranked #410.

Mather Group first reported a position in PWS in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.51M in Q1 2026. 3 funds tracked by Wall St. Rank hold PWS as of Q3 2026.

Mather Group held 26,867 shares of Pacer WealthShield ETF worth $867K as of Q3 2026.
Mather Group sold 2,071 Pacer WealthShield ETF shares in Q3 2026, an estimated $67.9K.
Pacer WealthShield ETF made up 0.01% of Mather Group's portfolio in Q3 2026, its #410 holding.
Mather Group first reported a position in Pacer WealthShield ETF in Q1 2026 and has held it in 3 quarters since.
Mather Group's Pacer WealthShield ETF position peaked at $6.51M in Q1 2026.
3 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q3 2026.

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