Atria Investments’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Atria Investments’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 Q1	$6.89M	Buy	132,944 +17,793	+15%	+$961K	0.08%	283
2025 Q4	$6.02M	Sell	115,151 -18,270	-14%	-$943K	0.07%	324
2025 Q3	$6.91M	Buy	133,421 +584	+0.4%	+$29.5K	0.08%	281
2025 Q2	$6.56M	Sell	132,837 -1,482	-1%	-$70K	0.08%	291
2025 Q1	$6.44M	Buy	134,319 +1,662	+1%	+$82.8K	0.08%	282
2024 Q4	$6.53M	Buy	132,657 +563	+0.4%	+$28.6K	0.08%	275
2024 Q3	$6.54M	Sell	132,094 -2,448	-2%	-$119K	0.08%	280
2024 Q2	$6.54M	Buy	134,542 +34,332	+34%	+$1.59M	0.08%	270
2024 Q1	$4.67M	Buy	100,210 +28,214	+39%	+$1.23M	0.06%	357
2023 Q4	$2.95M	Buy	+71,996	New	+$2.74M	0.05%	457

Other funds holding PALC

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Ausdal Financial Partners Davenport, Iowa $2.24B AUM 20.11% 1-Year Est. Return