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

Centric 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 Q1	$10.3M	Buy	189,528 +825	+0.4%	+$44.6K	2.05%	7
2025 Q4	$10.3M	Sell	188,703 -2,392	-1%	-$124K	2.18%	7
2025 Q3	$9.84M	Sell	191,095 -4,018	-2%	-$203K	2.19%	7
2025 Q2	$9.87M	Buy	195,113 +3,048	+2%	+$144K	2.36%	7
2025 Q1	$9.21M	Buy	192,065 +6,104	+3%	+$304K	2.42%	5
2024 Q4	$9.16M	Buy	185,961 +595	+0.3%	+$30.2K	2.47%	6
2024 Q3	$9.47M	Buy	185,366 +2,610	+1%	+$127K	2.52%	5
2024 Q2	$8.75M	Buy	182,756 +873	+0.5%	+$40.5K	2.52%	6
2024 Q1	$8.08M	Sell	181,883 -5,156	-3%	-$224K	2.57%	5
2023 Q4	$8.03M	Buy	+187,039	New	+$7.13M	2.64%	5

Other funds holding PALC

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

LCM

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

FEG

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

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

GWM

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

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

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

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Centric Wealth Management's PALC Position: Q1 2026 in Review

Centric Wealth Management increased its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 0.44% in Q1 2026, buying an estimated $44.6K and bringing the position to 189,528 shares worth $10.3M. The position accounts for 2.05% of the portfolio, ranked #7.

Centric Wealth Management first reported a position in PALC in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.3M in Q4 2025. 75 funds tracked by Wall St. Rank hold PALC as of Q1 2026.

Centric Wealth Management held 189,528 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $10.3M as of Q1 2026.
Centric Wealth Management bought 825 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2026, an estimated $44.6K.
Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 2.05% of Centric Wealth Management's portfolio in Q1 2026, its #7 holding.
Centric Wealth Management first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2023 and has held it in 10 quarters since.
Centric Wealth Management's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $10.3M in Q4 2025.
75 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2026.

Based on Centric Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.