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

Other funds holding PALC

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 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

Atria Wealth Solutions's PALC Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q2 2025, closing a stake of 5,529 shares — an estimated $265K sold.

Atria Wealth Solutions first reported a position in PALC in Q3 2023 and held it in 7 quarters. The position peaked at $269K in Q3 2024. 71 funds tracked by Wall St. Rank hold PALC as of Q2 2025.

Atria Wealth Solutions reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q2 2025 after selling out during the quarter.
Atria Wealth Solutions sold 5,529 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2025, an estimated $265K.
Atria Wealth Solutions first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q3 2023 and held it in 7 quarters.
Atria Wealth Solutions's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $269K in Q3 2024.
71 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.