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Alpha Financial Partners’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Alpha Financial Partners’s Portfolio PALC Stock Details PALC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$580K Sell
9,704
-1,028
-10% -$57.2K 0.3% 53
2026
Q1 		$556K Sell
10,732
-2,117
-16% -$114K 0.33% 47
2025
Q4 		$671K Sell
12,849
-16,292
-56% -$841K 0.41% 36
2025
Q3 		$1.51M Sell
29,141
-353
-1% -$17.8K 0.98% 19
2025
Q2 		$1.46M Sell
29,494
-2,784
-9% -$131K 1.05% 14
2025
Q1 		$1.55M Sell
32,278
-19,675
-38% -$980K 1.24% 10
2024
Q4 		$2.56M Buy
+51,953
New +$2.64M 2.02% 10
2024
Q3 		– Sell
-54,222
Closed -$2.64M – 140
2024
Q2 		$2.64M Sell
54,222
-8,589
-14% -$399K 2.28% 9
2024
Q1 		$2.93M Sell
62,811
-2,874
-4% -$125K 2.67% 9
2023
Q4 		$2.69M Sell
65,685
-65,373
-50% -$2.49M 2.66% 8
2023
Q3 		$4.84M Sell
131,058
-7,694
-6% -$296K 5.62% 4
2023
Q2 		$5.3M Buy
138,752
+7,902
+6% +$281K 5.64% 2
2023
Q1 		$4.53M Buy
130,850
+10,140
+8% +$346K 5.1% 3
2022
Q4 		$4.24M Buy
+120,710
New +$4.22M 5.14% 3

Other funds holding PALC

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Alpha Financial Partners's PALC Position: Q2 2026 in Review

Alpha Financial Partners reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 9.6% in Q2 2026, selling an estimated $57.2K and leaving 9,704 shares worth $580K. The position accounts for 0.3% of the portfolio, ranked #53.

Alpha Financial Partners first reported a position in PALC in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.3M in Q2 2023. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

  • Alpha Financial Partners held 9,704 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $580K as of Q2 2026.
  • Alpha Financial Partners sold 1,028 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $57.2K.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.3% of Alpha Financial Partners's portfolio in Q2 2026, its #53 holding.
  • Alpha Financial Partners first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2022 and has held it in 14 quarters since.
  • Alpha Financial Partners's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $5.3M in Q2 2023.
  • 76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Alpha Financial Partners's 13F filing for Q2 2026, filed 11 Aug 2026.