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

Atria Wealth Solutions’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
2025
Q2 		– Sell
-5,529
Closed -$265K – 1775
2025
Q1 		$265K Buy
5,529
+162
+3% +$8.07K ﹤0.01% 1549
2024
Q4 		$264K Sell
5,367
-60
-1% -$3.04K ﹤0.01% 1637
2024
Q3 		$269K Sell
5,427
-8
-0.1% -$388 ﹤0.01% 1581
2024
Q2 		$264K Sell
5,435
-5
-0.1% -$232 ﹤0.01% 1590
2024
Q1 		$254K Buy
5,440
+79
+1% +$3.44K ﹤0.01% 1668
2023
Q4 		$220K Sell
5,361
-95
-2% -$3.62K ﹤0.01% 1718
2023
Q3 		$201K Buy
+5,456
New +$210K ﹤0.01% 1699

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GWM
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LCM
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EW
Enzi Wealth Austin, Texas $288M AUM 23.38% 1-Year Est. Return
FEG
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
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return