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

Burt Wealth Advisors’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 Q3	$2.28M	Sell	43,979 -2,565	-6%	-$130K	0.56%	29
2025 Q2	$2.3M	Buy	46,544 +789	+2%	+$37.3K	0.53%	28
2025 Q1	$2.19M	Sell	45,755 -2,040	-4%	-$102K	0.55%	26
2024 Q4	$2.35M	Hold	47,795	–	–	0.6%	25
2024 Q3	$2.37M	Hold	47,795	–	–	0.58%	24
2024 Q2	$2.32M	Sell	47,795 -5,092	-10%	-$236K	0.61%	24
2024 Q1	$2.47M	Buy	52,887 +4,235	+9%	+$184K	0.63%	24
2023 Q4	$1.99M	Buy	+48,652	New	+$1.85M	0.57%	24

Other funds holding PALC

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return

Burt Wealth Advisors's PALC Position: Q3 2025 in Review

Burt Wealth Advisors reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 5.5% in Q3 2025, selling an estimated $130K and leaving 43,979 shares worth $2.28M. The position accounts for 0.56% of the portfolio, ranked #29.

Burt Wealth Advisors first reported a position in PALC in Q4 2023 and has held it in 8 quarters since. The position peaked at $2.47M in Q1 2024. 67 funds tracked by Wall St. Rank hold PALC as of Q3 2025.

Burt Wealth Advisors held 43,979 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $2.28M as of Q3 2025.
Burt Wealth Advisors sold 2,565 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q3 2025, an estimated $130K.
Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.56% of Burt Wealth Advisors's portfolio in Q3 2025, its #29 holding.
Burt Wealth Advisors first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2023 and has held it in 8 quarters since.
Burt Wealth Advisors's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $2.47M in Q1 2024.
67 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.