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 Q2	$4.85M	Buy	107,611 +10,754	+11%	+$477K	2.26%	13
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 $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

ARG

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Cassady Wealth & Retirement Planning's QDPL Position: Q2 2026 in Review

Cassady Wealth & Retirement Planning increased its Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) stake by 11% in Q2 2026, buying an estimated $477K and bringing the position to 107,611 shares worth $4.85M. The position accounts for 2.26% of the portfolio, ranked #13.

Cassady Wealth & Retirement Planning first reported a position in QDPL in Q4 2025 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold QDPL as of Q2 2026.

Cassady Wealth & Retirement Planning held 107,611 shares of Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF worth $4.85M as of Q2 2026.
Cassady Wealth & Retirement Planning bought 10,754 Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF shares in Q2 2026, an estimated $477K.
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF made up 2.26% of Cassady Wealth & Retirement Planning's portfolio in Q2 2026, its #13 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 3 quarters since.
195 funds tracked by Wall St. Rank held Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF as of Q2 2026.

Based on Cassady Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.