Marshall & Sterling Wealth Advisors’s Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF QDPL Stock Holding History

Marshall & Sterling Wealth 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
2026 Q2	$657K	Sell	14,583 -8,355	-36%	-$371K	0.39%	46
2026 Q1	$921K	Sell	22,938 -83,692	-78%	-$3.53M	0.6%	37
2025 Q4	$4.53M	Buy	106,630 +2,072	+2%	+$87.7K	2.99%	9
2025 Q3	$4.38M	Buy	104,558 +233	+0.2%	+$9.48K	2.81%	10
2025 Q2	$4.11M	Buy	104,325 +14,400	+16%	+$534K	2.79%	10
2025 Q1	$3.28M	Buy	89,925 +7,535	+9%	+$291K	2.23%	15
2024 Q4	$3.16M	Buy	+82,390	New	+$3.21M	2.19%	15

Other funds holding QDPL

ARG

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

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

BFWA

Benchmark Financial Wealth Advisors Boca Raton, Florida $405M AUM 24.12% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LAM

Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return

GFP

Guardian Financial Partners Orange, California $257M AUM 19.03% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's QDPL Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) stake by 36% in Q2 2026, selling an estimated $371K and leaving 14,583 shares worth $657K. The position accounts for 0.39% of the portfolio, ranked #46.

Marshall & Sterling Wealth Advisors first reported a position in QDPL in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.53M in Q4 2025. 35 funds tracked by Wall St. Rank hold QDPL as of Q2 2026.

Marshall & Sterling Wealth Advisors held 14,583 shares of Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF worth $657K as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 8,355 Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF shares in Q2 2026, an estimated $371K.
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF made up 0.39% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #46 holding.
Marshall & Sterling Wealth Advisors first reported a position in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF position peaked at $4.53M in Q4 2025.
35 funds tracked by Wall St. Rank held Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.