Capital Investment Advisory Services’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Capital Investment Advisory Services’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	$166K	Sell	2,770 -2,613	-49%	-$145K	0.01%	736
2026 Q1	$279K	Sell	5,383 -65	-1%	-$3.51K	0.02%	532
2025 Q4	$285K	Sell	5,448 -26	-0.5%	-$1.34K	0.02%	508
2025 Q3	$283K	Sell	5,474 -3,130	-36%	-$158K	0.02%	488
2025 Q2	$425K	Buy	8,604 +909	+12%	+$42.9K	0.03%	374
2025 Q1	$369K	Buy	+7,695	New	+$383K	0.03%	378

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

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

Capital Investment Advisory Services's PALC Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 49% in Q2 2026, selling an estimated $145K and leaving 2,770 shares worth $166K. The position accounts for 0.01% of the portfolio, ranked #736.

Capital Investment Advisory Services first reported a position in PALC in Q1 2025 and has held it in 6 quarters since. The position peaked at $425K in Q2 2025. 67 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

Capital Investment Advisory Services held 2,770 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $166K as of Q2 2026.
Capital Investment Advisory Services sold 2,613 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $145K.
Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #736 holding.
Capital Investment Advisory Services first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q1 2025 and has held it in 6 quarters since.
Capital Investment Advisory Services's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $425K in Q2 2025.
67 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.