ACG Wealth’s Pacer Lunt MidCap Multi-Factor Alternator ETF PAMC Stock Holding History

ACG Wealth’s Portfolio PAMC Stock Details PAMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$2.2M	Buy	78,878 +6,281	+9%	+$195K	0.5%	62
2022 Q2	$2.16M	Buy	72,597 +628	+0.9%	+$20.3K	0.44%	64
2022 Q1	$2.55M	Buy	71,969 +769	+1%	+$26.4K	0.48%	62
2021 Q4	$2.58M	Sell	71,200 -1,326	-2%	-$48K	0.37%	66
2021 Q3	$2.53M	Sell	72,526 -2,981	-4%	-$106K	0.33%	65
2021 Q2	$2.77M	Buy	+75,507	New	+$2.8M	0.35%	65

Other funds holding PAMC

Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

ACG Wealth's PAMC Position: Q3 2022 in Review

ACG Wealth increased its Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) stake by 8.7% in Q3 2022, buying an estimated $195K and bringing the position to 78,878 shares worth $2.2M. The position accounts for 0.5% of the portfolio, ranked #62.

ACG Wealth first reported a position in PAMC in Q2 2021 and has held it in 6 quarters since. The position peaked at $2.77M in Q2 2021. 20 funds tracked by Wall St. Rank hold PAMC as of Q3 2022.

ACG Wealth held 78,878 shares of Pacer Lunt MidCap Multi-Factor Alternator ETF worth $2.2M as of Q3 2022.
ACG Wealth bought 6,281 Pacer Lunt MidCap Multi-Factor Alternator ETF shares in Q3 2022, an estimated $195K.
Pacer Lunt MidCap Multi-Factor Alternator ETF made up 0.5% of ACG Wealth's portfolio in Q3 2022, its #62 holding.
ACG Wealth first reported a position in Pacer Lunt MidCap Multi-Factor Alternator ETF in Q2 2021 and has held it in 6 quarters since.
ACG Wealth's Pacer Lunt MidCap Multi-Factor Alternator ETF position peaked at $2.77M in Q2 2021.
20 funds tracked by Wall St. Rank held Pacer Lunt MidCap Multi-Factor Alternator ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.