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Brookwood Investment Group’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Brookwood Investment Group’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 		$309K Sell
5,171
-769
-13% -$42.8K 0.03% 398
2026
Q1 		$308K Buy
5,940
+81
+1% +$4.37K 0.04% 392
2025
Q4 		$306K Buy
+5,859
New +$303K 0.04% 389
2025
Q3 		– Sell
-4,144
Closed -$205K – 528
2025
Q2 		$205K Buy
+4,144
New +$196K 0.03% 422

Other funds holding PALC

Ameriprise
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brookwood Investment Group's PALC Position: Q2 2026 in Review

Brookwood Investment Group reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 13% in Q2 2026, selling an estimated $42.8K and leaving 5,171 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #398.

Brookwood Investment Group first reported a position in PALC in Q2 2025 and has held it in 4 quarters since. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

  • Brookwood Investment Group held 5,171 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $309K as of Q2 2026.
  • Brookwood Investment Group sold 769 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $42.8K.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.03% of Brookwood Investment Group's portfolio in Q2 2026, its #398 holding.
  • Brookwood Investment Group first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q2 2025 and has held it in 4 quarters since.
  • 76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.