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

Blue Barn Wealth’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
-10,934
Closed -$539K – 158
2024
Q4 		$539K Sell
10,934
-1,511
-12% -$76.7K 0.28% 61
2024
Q3 		$617K Buy
+12,445
New +$603K 0.32% 56

Other funds holding PALC

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
LPL Financial
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

Blue Barn Wealth's PALC Position: Q1 2025 in Review

Blue Barn Wealth sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q1 2025, closing a stake of 10,934 shares — an estimated $539K sold.

Blue Barn Wealth first reported a position in PALC in Q3 2024 and held it in 2 quarters. The position peaked at $617K in Q3 2024. 68 funds tracked by Wall St. Rank hold PALC as of Q1 2025.

  • Blue Barn Wealth reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q1 2025 after selling out during the quarter.
  • Blue Barn Wealth sold 10,934 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2025, an estimated $539K.
  • Blue Barn Wealth first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q3 2024 and held it in 2 quarters.
  • Blue Barn Wealth's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $617K in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2025.

Based on Blue Barn Wealth's 13F filing for Q1 2025, filed 9 May 2025.