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BlueChip Wealth Advisors’s Pacer Lunt MidCap Multi-Factor Alternator ETF PAMC Stock Holding History

BlueChip Wealth Advisors’s Portfolio PAMC Stock Details PAMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,227
Closed -$242K – 155
2024
Q3 		$242K Buy
5,227
+82
+2% +$3.69K 0.13% 136
2024
Q2 		$226K Buy
5,145
+193
+4% +$8.55K 0.13% 129
2024
Q1 		$226K Sell
4,952
-505
-9% -$20.6K 0.15% 112
2023
Q4 		$203K Buy
+5,457
New +$190K 0.14% 112

Other funds holding PAMC

LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

BlueChip Wealth Advisors's PAMC Position: Q4 2024 in Review

BlueChip Wealth Advisors sold out of Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) in Q4 2024, closing a stake of 5,227 shares — an estimated $242K sold.

BlueChip Wealth Advisors first reported a position in PAMC in Q4 2023 and held it in 4 quarters. The position peaked at $242K in Q3 2024. 32 funds tracked by Wall St. Rank hold PAMC as of Q4 2024.

  • BlueChip Wealth Advisors reported no remaining Pacer Lunt MidCap Multi-Factor Alternator ETF position as of Q4 2024 after selling out during the quarter.
  • BlueChip Wealth Advisors sold 5,227 Pacer Lunt MidCap Multi-Factor Alternator ETF shares in Q4 2024, an estimated $242K.
  • BlueChip Wealth Advisors first reported a position in Pacer Lunt MidCap Multi-Factor Alternator ETF in Q4 2023 and held it in 4 quarters.
  • BlueChip Wealth Advisors's Pacer Lunt MidCap Multi-Factor Alternator ETF position peaked at $242K in Q3 2024.
  • 32 funds tracked by Wall St. Rank held Pacer Lunt MidCap Multi-Factor Alternator ETF as of Q4 2024.

Based on BlueChip Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.