CAPTRUST Financial Advisors
QDPL icon

CAPTRUST Financial Advisors’s Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF QDPL Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-990
Closed -$29K – 3567
2022
Q2 		$29K Hold
990
– – ﹤0.01% 3153
2022
Q1 		$35K Hold
990
– – ﹤0.01% 3049
2021
Q4 		$37K Buy
+990
New +$35.6K ﹤0.01% 2887

Other funds holding QDPL

ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
WMA
West Michigan Advisors Holland, Michigan $455M AUM 29.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
PWP
Private Wealth Partners Mill Valley, California $1.3B AUM 26.2% 1-Year Est. Return

CAPTRUST Financial Advisors's QDPL Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) in Q3 2022, closing a stake of 990 shares — an estimated $29K sold.

CAPTRUST Financial Advisors first reported a position in QDPL in Q4 2021 and held it in 3 quarters. The position peaked at $37K in Q4 2021. 20 funds tracked by Wall St. Rank hold QDPL as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 990 Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF shares in Q3 2022, an estimated $29K.
  • CAPTRUST Financial Advisors first reported a position in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF in Q4 2021 and held it in 3 quarters.
  • CAPTRUST Financial Advisors's Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF position peaked at $37K in Q4 2021.
  • 20 funds tracked by Wall St. Rank held Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.