Ownership history in Advisory Resource Group · 18 quarters on record
This page tracks every 13F SEC filing in which Advisory Resource Group reported a position in PACER FDS TR (QDPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 985,157 | +13,508 | +1.4% | 7.36% | $41.8M | $42.15 |
| 2025 Q3 | REDUCED | 971,649 | -11,622 | -1.2% | 7.30% | $40.7M | $41.07 |
| 2025 Q2 | REDUCED | 983,271 | -89,275 | -8.3% | 7.46% | $38.8M | $38.20 |
| 2025 Q1 | REDUCED | 1,072,546 | -40,873 | -3.7% | 7.98% | $39.2M | $34.91 |
As of 2025 Q4 — sorted by position size