Capasso Planning Partners’s Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF QDPL Stock Holding History

Capasso Planning Partners’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
2025 Q2	–	Sell	-6,440	Closed	-$235K	–	96
2025 Q1	$235K	Sell	6,440 -92	-1%	-$3.55K	0.1%	92
2024 Q4	$251K	Sell	6,532 -3,982	-38%	-$155K	0.1%	93
2024 Q3	$399K	Sell	10,514 -4,364	-29%	-$162K	0.12%	105
2024 Q2	$546K	Buy	+14,878	New	+$533K	0.18%	81

Other funds holding QDPL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

ARG

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Capasso Planning Partners's QDPL Position: Q2 2025 in Review

Capasso Planning Partners sold out of Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) in Q2 2025, closing a stake of 6,440 shares — an estimated $235K sold.

Capasso Planning Partners first reported a position in QDPL in Q2 2024 and held it in 4 quarters. The position peaked at $546K in Q2 2024. 139 funds tracked by Wall St. Rank hold QDPL as of Q2 2025.

Capasso Planning Partners reported no remaining Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF position as of Q2 2025 after selling out during the quarter.
Capasso Planning Partners sold 6,440 Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF shares in Q2 2025, an estimated $235K.
Capasso Planning Partners first reported a position in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF in Q2 2024 and held it in 4 quarters.
Capasso Planning Partners's Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF position peaked at $546K in Q2 2024.
139 funds tracked by Wall St. Rank held Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF as of Q2 2025.

Based on Capasso Planning Partners's 13F filing for Q2 2025, filed 6 Aug 2025.