Bank of Montreal
PALC icon

Bank of Montreal’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Bank of Montreal’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
2023
Q4 		– Sell
-62
Closed -$2.44K – 4230
2023
Q3 		$2.44K Buy
+62
New +$2.38K ﹤0.01% 3704

Other funds holding PALC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of Montreal's PALC Position: Q4 2023 in Review

Bank of Montreal sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q4 2023, closing a stake of 62 shares — an estimated $2.44K sold.

Bank of Montreal first reported a position in PALC in Q3 2023 and held it in 1 quarter. The position peaked at $2.44K in Q3 2023. 52 funds tracked by Wall St. Rank hold PALC as of Q4 2023.

  • Bank of Montreal reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q4 2023 after selling out during the quarter.
  • Bank of Montreal sold 62 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q4 2023, an estimated $2.44K.
  • Bank of Montreal first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q3 2023 and held it in 1 quarter.
  • Bank of Montreal's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $2.44K in Q3 2023.
  • 52 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q4 2023.

Based on Bank of Montreal's 13F filing for Q4 2023, filed 8 Feb 2024.