Carson Wealth (CWM LLC)’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$19.1K	Sell	368 -73	-17%	-$3.94K	﹤0.01%	4446
2025 Q4	$23K	Hold	441	–	–	﹤0.01%	4095
2025 Q3	$23K	Buy	441 +2	+0.5%	+$101	﹤0.01%	4041
2025 Q2	$22K	Sell	439 -65	-13%	-$3.07K	﹤0.01%	3854
2025 Q1	$24K	Sell	504 -231	-31%	-$11.5K	﹤0.01%	3541
2024 Q4	$36K	Buy	+735	New	+$37.3K	﹤0.01%	3032

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 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

Carson Wealth (CWM LLC)'s PALC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 17% in Q1 2026, selling an estimated $3.94K and leaving 368 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4446.

Carson Wealth (CWM LLC) first reported a position in PALC in Q4 2024 and has held it in 6 quarters since. The position peaked at $36K in Q4 2024. 75 funds tracked by Wall St. Rank hold PALC as of Q1 2026.

Carson Wealth (CWM LLC) held 368 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $19.1K as of Q1 2026.
Carson Wealth (CWM LLC) sold 73 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2026, an estimated $3.94K.
Pacer Lunt Large Cap Multi-Factor Alternator ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4446 holding.
Carson Wealth (CWM LLC) first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2024 and has held it in 6 quarters since.
Carson Wealth (CWM LLC)'s Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $36K in Q4 2024.
75 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.