BigSur Wealth Management’s Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF QDPL Stock Holding History

BigSur Wealth Management’s Portfolio QDPL Stock Details QDPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$484K	Buy	10,670 +2	+0%	+$89	0.12%	125
2026 Q1	$430K	Sell	10,668 -332	-3%	-$14K	0.12%	127
2025 Q4	$469K	Hold	11,000	–	–	0.11%	122
2025 Q3	$464K	Hold	11,000	–	–	0.11%	123
2025 Q2	$440K	Hold	11,000	–	–	0.11%	126
2025 Q1	$408K	Buy	11,000 +5,000	+83%	+$193K	0.11%	125
2024 Q4	$234K	Hold	6,000	–	–	0.07%	137
2024 Q3	$231K	Hold	6,000	–	–	0.06%	143
2024 Q2	$223K	Buy	+6,000	New	+$215K	0.07%	137

Other funds holding QDPL

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return