CWM
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Centric Wealth Management’s Pacer Lunt MidCap Multi-Factor Alternator ETF PAMC Stock Holding History

Centric Wealth Management’s Portfolio PAMC Stock Details PAMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-76,128
Closed -$3.23M – 198
2025
Q1 		$3.23M Buy
76,128
+4,687
+7% +$214K 0.85% 35
2024
Q4 		$3.32M Buy
71,441
+678
+1% +$32.4K 0.9% 25
2024
Q3 		$3.45M Buy
+70,763
New +$3.19M 0.92% 30

Other funds holding PAMC

LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return