Mount Yale Investment Advisors’s Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF QDPL Stock Holding History

Mount Yale Investment 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	$334K	Sell	7,377 -140	-2%	-$6.21K	0.01%	939
2026 Q1	$303K	Buy	7,517 +96	+1%	+$4.05K	0.01%	883
2025 Q4	$317K	Sell	7,421 -8,418	-53%	-$356K	0.02%	581
2025 Q3	$668K	Buy	+15,839	New	+$645K	0.05%	354

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

Mount Yale Investment Advisors's QDPL Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) stake by 1.9% in Q2 2026, selling an estimated $6.21K and leaving 7,377 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #939.

Mount Yale Investment Advisors first reported a position in QDPL in Q3 2025 and has held it in 4 quarters since. The position peaked at $668K in Q3 2025. 196 funds tracked by Wall St. Rank hold QDPL as of Q2 2026.

Mount Yale Investment Advisors held 7,377 shares of Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF worth $334K as of Q2 2026.
Mount Yale Investment Advisors sold 140 Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF shares in Q2 2026, an estimated $6.21K.
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #939 holding.
Mount Yale Investment Advisors first reported a position in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF in Q3 2025 and has held it in 4 quarters since.
Mount Yale Investment Advisors's Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF position peaked at $668K in Q3 2025.
196 funds tracked by Wall St. Rank held Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.