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

Bullock Wealth 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	$590	Hold	10	–	–	﹤0.01%	586
2026 Q1	$519	Hold	10	–	–	﹤0.01%	602
2025 Q4	$522	Hold	10	–	–	﹤0.01%	585
2025 Q3	$517	Hold	10	–	–	﹤0.01%	602
2025 Q2	$492	Hold	10	–	–	﹤0.01%	565
2025 Q1	$481	Hold	10	–	–	﹤0.01%	556
2024 Q4	$492	Buy	+10	New	+$507	﹤0.01%	580

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

Bullock Wealth Management's PALC Position: Q2 2026 in Review

Bullock Wealth Management held its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) position steady in Q2 2026 at 10 shares worth $590. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Bullock Wealth Management first reported a position in PALC in Q4 2024 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

Bullock Wealth Management held 10 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $590 as of Q2 2026.
Bullock Wealth Management left its Pacer Lunt Large Cap Multi-Factor Alternator ETF share count unchanged in Q2 2026.
Pacer Lunt Large Cap Multi-Factor Alternator ETF made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #586 holding.
Bullock Wealth Management first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2024 and has held it in 7 quarters since.
76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.