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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OWP
ORG Wealth Partners Dallas, Texas $667M AUM 45.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mather Group's PWS Position: Q2 2026 in Review

Mather Group reduced its Pacer WealthShield ETF (PWS) stake by 86% in Q2 2026, selling an estimated $5.58M and leaving 28,938 shares worth $950K. The position accounts for 0.01% of the portfolio, ranked #388.

Mather Group first reported a position in PWS in Q1 2026 and has held it in 2 quarters since. The position peaked at $6.51M in Q1 2026. 10 funds tracked by Wall St. Rank hold PWS as of Q2 2026.

  • Mather Group held 28,938 shares of Pacer WealthShield ETF worth $950K as of Q2 2026.
  • Mather Group sold 174,300 Pacer WealthShield ETF shares in Q2 2026, an estimated $5.58M.
  • Pacer WealthShield ETF made up 0.01% of Mather Group's portfolio in Q2 2026, its #388 holding.
  • Mather Group first reported a position in Pacer WealthShield ETF in Q1 2026 and has held it in 2 quarters since.
  • Mather Group's Pacer WealthShield ETF position peaked at $6.51M in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Pacer WealthShield ETF as of Q2 2026.

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