WR Wealth Planners’s Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF QDPL Stock Holding History

WR Wealth Planners’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
2024 Q4	$574K	Buy	14,963 +4,350	+41%	+$170K	0.18%	83
2024 Q3	$403K	Buy	10,613 +5,735	+118%	+$213K	0.11%	117
2024 Q2	$179K	Buy	4,878 +3,678	+307%	+$132K	0.05%	181
2024 Q1	$43K	Buy	+1,200	New	+$41.5K	0.01%	355

Other funds holding QDPL

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

ARG

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WR Wealth Planners's QDPL Position: Q4 2024 in Review

WR Wealth Planners increased its Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) stake by 41% in Q4 2024, buying an estimated $170K and bringing the position to 14,963 shares worth $574K. The position accounts for 0.18% of the portfolio, ranked #83.

WR Wealth Planners first reported a position in QDPL in Q1 2024 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold QDPL as of Q4 2024.

WR Wealth Planners held 14,963 shares of Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF worth $574K as of Q4 2024.
WR Wealth Planners bought 4,350 Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF shares in Q4 2024, an estimated $170K.
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF made up 0.18% of WR Wealth Planners's portfolio in Q4 2024, its #83 holding.
WR Wealth Planners first reported a position in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF in Q1 2024 and has held it in 4 quarters since.
123 funds tracked by Wall St. Rank held Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.