Cassady Wealth & Retirement Planning’s Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF QDPL Stock Holding History

Cassady Wealth & Retirement Planning’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 Q1	$4.26M	Buy	96,857 +28,584	+42%	+$1.21M	2.21%	11
2025 Q4	$2.9M	Buy	+68,273	New	+$2.89M	1.89%	18

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Cassady Wealth & Retirement Planning's QDPL Position: Q1 2026 in Review

Cassady Wealth & Retirement Planning increased its Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) stake by 42% in Q1 2026, buying an estimated $1.21M and bringing the position to 96,857 shares worth $4.26M. The position accounts for 2.21% of the portfolio, ranked #11.

Cassady Wealth & Retirement Planning first reported a position in QDPL in Q4 2025 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold QDPL as of Q1 2026.

Cassady Wealth & Retirement Planning held 96,857 shares of Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF worth $4.26M as of Q1 2026.
Cassady Wealth & Retirement Planning bought 28,584 Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF shares in Q1 2026, an estimated $1.21M.
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF made up 2.21% of Cassady Wealth & Retirement Planning's portfolio in Q1 2026, its #11 holding.
Cassady Wealth & Retirement Planning first reported a position in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF in Q4 2025 and has held it in 2 quarters since.
190 funds tracked by Wall St. Rank held Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF as of Q1 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q1 2026, filed 18 May 2026.