Avantax Advisory Services’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Avantax Advisory Services’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 Q1	–	Sell	-7,606	Closed	-$375K	–	2300
2024 Q4	$375K	Buy	+7,606	New	+$386K	﹤0.01%	1632
2024 Q3	–	Sell	-4,217	Closed	-$205K	–	2180
2024 Q2	$205K	Buy	+4,217	New	+$196K	﹤0.01%	1938
2023 Q1	–	Sell	-6,975	Closed	-$245K	–	1525
2022 Q4	$245K	Sell	6,975 -2,619	-27%	-$91.5K	﹤0.01%	1211
2022 Q3	$306K	Sell	9,594 -1,078	-10%	-$38.5K	﹤0.01%	997
2022 Q2	$370K	Sell	10,672 -489	-4%	-$18.1K	0.01%	913
2022 Q1	$445K	Sell	11,161 -20	-0.2%	-$786	0.01%	835
2021 Q4	$469K	Buy	11,181 +1,776	+19%	+$73.2K	0.01%	786
2021 Q3	$365K	Buy	+9,405	New	+$373K	0.01%	836

Other funds holding PALC

GWM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

FEG

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

Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

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

Avantax Advisory Services's PALC Position: Q1 2025 in Review

Avantax Advisory Services sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q1 2025, closing a stake of 7,606 shares — an estimated $375K sold.

Avantax Advisory Services first reported a position in PALC in Q3 2021 and held it in 8 quarters. The position peaked at $469K in Q4 2021. 68 funds tracked by Wall St. Rank hold PALC as of Q1 2025.

Avantax Advisory Services reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q1 2025 after selling out during the quarter.
Avantax Advisory Services sold 7,606 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2025, an estimated $375K.
Avantax Advisory Services first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q3 2021 and held it in 8 quarters.
Avantax Advisory Services's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $469K in Q4 2021.
68 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2025.

Based on Avantax Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.