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

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

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. 195 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.
195 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.