Advisory Resource Group QDPL — PACER FDS TR

Ownership history in Advisory Resource Group  ·  18 quarters on record

AI Ownership Summary

Advisory Resource Group reported PACER FDS TR (QDPL) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 9.78% in 2023 Q4. The latest visible filing shows QDPL at 7.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this QDPL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Advisory Resource Group's position in PACER FDS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

QDPL was reported at 7.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
9.78% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

QDPL stock page Advisory Resource Group fund profile Advisory Resource Group full holdings
How Advisory Resource Group held QDPL — position size vs. price
% of Fund (quarterly)    QDPL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 985,157 +13,508 +1.4% 7.36% $41.8M 2026-02-14 (Est.) $41.84
2025 Q3 REDUCED — — — 971,649 -11,622 -1.2% 7.30% $40.7M 2025-10-22 $40.81
2025 Q2 REDUCED 8.3% +7.1% ❌ 983,271 -89,275 -8.3% 7.46% $38.8M 2025-08-08 $39.01
2025 Q1 REDUCED — — — 1,072,546 -40,873 -3.7% 7.98% $39.2M 2025-04-21 $31.79
2024 Q4 REDUCED — — — 1,113,419 -19,372 -1.7% 9.07% $42.7M 2025-01-28 $36.99
2024 Q3 REDUCED — — — 1,132,791 -12,367 -1.1% 9.18% $43.0M 2024-11-20 $36.02
2024 Q2 REDUCED — — — 1,145,158 -27,715 -2.4% 9.48% $42.0M 2024-07-24 $33.24
2024 Q1 REDUCED — — — 1,172,873 -13,768 -1.2% 9.63% $42.0M 2024-05-17 $32.48
2023 Q4 ADDED — — — 1,186,641 +4,486 +0.4% 9.78% $39.2M 2024-01-11 $29.32
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding QDPL

As of 2026 Q1 — sorted by position size

MY Wealth Management Inc. 3Y 5.99% Fearless Solutions, LLC dba Best Invest 2.53% SOUTHERN CAPITAL SERVICES INC /ADV 2.28% Code Waechter LLC 2.04% Cassady Wealth & Retirement Planning, LLC 1.89% Smart Portfolios, LLC 3Y 7Y 1.3% Guardian Financial Partners, LLC 3Y 1.09% Lifestyle Asset Management, Inc. 3Y 0.85% Onyx Bridge Wealth Group LLC 3Y 0.77% Benchmark Financial Wealth Advisors, LLC 3Y 7Y 0.74%

FAQ About Advisory Resource Group and QDPL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Advisory Resource Group reported owning QDPL?

Advisory Resource Group reported QDPL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported QDPL position in Advisory Resource Group's portfolio?

The largest reported portfolio weight for QDPL was 9.78% in 2023 Q4.

What is the latest reported QDPL position on this page?

The most recent filing on this page is 2025 Q4, when Advisory Resource Group reported 985,157 shares, equal to 7.36% of portfolio, with an estimated market value of $41.8M.

What does the chart on this QDPL ownership page compare?

The chart compares Advisory Resource Group's quarterly QDPL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Advisory Resource Group time their QDPL position?

Based on 13F filing dates vs. subsequent QDPL price moves, Advisory Resource Group correctly timed 6 out of 17 reported position changes (35%). The annualised alpha on QDPL relative to SPY over the holding period was -0.7%.

← Back to Advisory Resource Group Holdings