Carson Wealth (CWM LLC)
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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
2025
Q3 		$23K Buy
2025
Q2 		$22K Sell
2025
Q1 		$24K Sell
2024
Q4 		$36K Buy