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

Centurion 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
Q2 		$1.12M Buy
18,774
+5,778
+44% +$321K 0.27% 85
2026
Q1 		$673K Buy
12,996
+799
+7% +$43.1K 0.15% 127
2025
Q4 		$637K Buy
12,197
+1,472
+14% +$76K 0.14% 125
2025
Q3 		$555K Buy
10,725
+2,461
+30% +$124K 0.13% 141
2025
Q2 		$408K Buy
+8,264
New +$390K 0.12% 140

Other funds holding PALC

Ameriprise
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Centurion Wealth Management's PALC Position: Q2 2026 in Review

Centurion Wealth Management increased its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 44% in Q2 2026, buying an estimated $321K and bringing the position to 18,774 shares worth $1.12M. The position accounts for 0.27% of the portfolio, ranked #85.

Centurion Wealth Management first reported a position in PALC in Q2 2025 and has held it in 5 quarters since. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

  • Centurion Wealth Management held 18,774 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $1.12M as of Q2 2026.
  • Centurion Wealth Management bought 5,778 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $321K.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.27% of Centurion Wealth Management's portfolio in Q2 2026, its #85 holding.
  • Centurion Wealth Management first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q2 2025 and has held it in 5 quarters since.
  • 76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.