Planning Strategies Inc.’s Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF QDPL Stock Holding History

Planning Strategies Inc.’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	$459K	Buy	+10,195	New	+$452K	0.29%	43

Other funds holding QDPL

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Truist Financial

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return

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

Fearless Solutions (Best Invest) San Antonio, Texas $189M AUM 32.69% 1-Year Est. Return

Planning Strategies Inc.'s QDPL Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF (QDPL) in Q2 2026: 10,195 shares worth $459K. The stake represents 0.29% of the portfolio and ranks #43 among its holdings.

68 funds tracked by Wall St. Rank hold QDPL as of Q2 2026.

Planning Strategies Inc. held 10,195 shares of Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF worth $459K as of Q2 2026.
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF was a new Planning Strategies Inc. position in Q2 2026.
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF made up 0.29% of Planning Strategies Inc.'s portfolio in Q2 2026, its #43 holding.
68 funds tracked by Wall St. Rank held Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.