UBS Group
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UBS Group’s Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF QDPL Stock Holding History

UBS Group’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
2023
Q4 		– Sell
-615
Closed -$18.7K – 9776
2023
Q3 		$18.7K Buy
+615
New +$19.6K ﹤0.01% 6841
2023
Q1 		– Sell
-2,302
Closed -$65.8K – 10226
2022
Q4 		$65.8K Buy
+2,302
New +$66.8K ﹤0.01% 6506
2022
Q1 		– Sell
-33
Closed -$1K – 10775
2021
Q4 		$1K Buy
+33
New +$1.19K ﹤0.01% 10021

Other funds holding QDPL

ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FWM
Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return
MWM
MY Wealth Management Germantown, Maryland $103M AUM 8.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return

UBS Group's QDPL Position: Q4 2023 in Review

UBS Group sold out of Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) in Q4 2023, closing a stake of 615 shares — an estimated $18.7K sold.

UBS Group first reported a position in QDPL in Q4 2021 and held it in 3 quarters. The position peaked at $65.8K in Q4 2022. 51 funds tracked by Wall St. Rank hold QDPL as of Q4 2023.

  • UBS Group reported no remaining Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF position as of Q4 2023 after selling out during the quarter.
  • UBS Group sold 615 Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF shares in Q4 2023, an estimated $18.7K.
  • UBS Group first reported a position in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF in Q4 2021 and held it in 3 quarters.
  • UBS Group's Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF position peaked at $65.8K in Q4 2022.
  • 51 funds tracked by Wall St. Rank held Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF as of Q4 2023.

Based on UBS Group's 13F filing for Q4 2023, filed 9 Feb 2024.