QDPL — PACER FDS TR

Ownership history in Code Waechter LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Code Waechter LLC 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.

Peak position
2.01% (2025 Q4)
Avg. % of fund
1.59%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 73,793 +2,575 +3.6% 2.01% $3.1M $42.15
2025 Q3 ADDED 71,218 +1,462 +2.1% 1.93% $3.0M $41.07
2025 Q2 ADDED 69,756 +54,683 +362.8% 1.96% $2.8M $38.20
2025 Q1 INITIATED 15,073 — — 0.45% $550K $34.91
% of Fund (quarterly)    QDPL price (monthly, adj. close)

Other funds also holding QDPL

As of 2025 Q4 — sorted by position size

Advisory Resource Group 3Y 7Y 7.36% Safe Harbor Fiduciary, LLC 3.69% MY Wealth Management Inc. 3Y 3.19% SOUTHERN CAPITAL SERVICES INC /ADV 2.61% BlackDiamond Wealth Management, LLC 3Y 2.54% Smart Portfolios, LLC 3Y 7Y 1.35% Anson Capital, Inc. 3Y 1.35% Guardian Financial Partners, LLC 3Y 1.19% Empire Financial Management Company, LLC 1.13% Onyx Bridge Wealth Group LLC 3Y 0.93%
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