Belpointe Asset Management’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Belpointe Asset Management’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	$735K	Buy	12,306 +364	+3%	+$20.3K	0.02%	588
2026 Q1	$619K	Sell	11,942 -101	-0.8%	-$5.45K	0.02%	623
2025 Q4	$629K	Sell	12,043 -38,215	-76%	-$1.97M	0.02%	586
2025 Q3	$2.6M	Buy	50,258 +18,955	+61%	+$958K	0.1%	171
2025 Q2	$1.55M	Sell	31,303 -2,362	-7%	-$112K	0.06%	247
2025 Q1	$1.61M	Buy	33,665 +2,141	+7%	+$107K	0.08%	222
2024 Q4	$1.55M	Buy	31,524 +597	+2%	+$30.3K	0.09%	213
2024 Q3	$1.53M	Sell	30,927 -367	-1%	-$17.8K	0.09%	221
2024 Q2	$1.52M	Buy	31,294 +11,294	+56%	+$524K	0.11%	189
2024 Q1	$933K	Buy	20,000 +12,760	+176%	+$555K	0.07%	287
2023 Q4	$297K	Buy	+7,240	New	+$276K	0.03%	523
2023 Q2	–	Sell	-10	Closed	-$346	–	2491
2023 Q1	$346	Buy	+10	New	+$342	﹤0.01%	3628

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

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

Belpointe Asset Management's PALC Position: Q2 2026 in Review

Belpointe Asset Management increased its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 3% in Q2 2026, buying an estimated $20.3K and bringing the position to 12,306 shares worth $735K. The position accounts for 0.02% of the portfolio, ranked #588.

Belpointe Asset Management first reported a position in PALC in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.6M in Q3 2025. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

Belpointe Asset Management held 12,306 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $735K as of Q2 2026.
Belpointe Asset Management bought 364 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $20.3K.
Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.02% of Belpointe Asset Management's portfolio in Q2 2026, its #588 holding.
Belpointe Asset Management first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q1 2023 and has held it in 12 quarters since.
Belpointe Asset Management's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $2.6M in Q3 2025.
76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.