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COMPASS FINANCIAL MANAGEMENT LLC’s Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF QDPL Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$162K Buy
+3,596
New +$160K 0.02% 460

Other funds holding QDPL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's QDPL Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) in Q2 2026: 3,596 shares worth $162K. The stake represents 0.02% of the portfolio and ranks #460 among its holdings.

156 funds tracked by Wall St. Rank hold QDPL as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 3,596 shares of Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF worth $162K as of Q2 2026.
  • Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF made up 0.02% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #460 holding.
  • 156 funds tracked by Wall St. Rank held Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.