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 Q2	$9.13M	Buy	152,729 +19,785	+15%	+$1.1M	0.09%	229
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 $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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Atria Investments's PALC Position: Q2 2026 in Review

Atria Investments increased its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 15% in Q2 2026, buying an estimated $1.1M and bringing the position to 152,729 shares worth $9.13M. The position accounts for 0.09% of the portfolio, ranked #229.

Atria Investments first reported a position in PALC in Q4 2023 and has held it in 11 quarters since. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

Atria Investments held 152,729 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $9.13M as of Q2 2026.
Atria Investments bought 19,785 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $1.1M.
Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.09% of Atria Investments's portfolio in Q2 2026, its #229 holding.
Atria Investments first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2023 and has held it in 11 quarters since.
76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.