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

Chicago 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 		$442K Sell
7,397
-283
-4% -$15.7K 0.16% 52
2026
Q1 		$398K Sell
7,680
-235
-3% -$12.7K 0.16% 50
2025
Q4 		$413K Sell
7,915
-383
-5% -$19.8K 0.17% 47
2025
Q3 		$430K Sell
8,298
-183
-2% -$9.24K 0.19% 41
2025
Q2 		$419K Sell
8,481
-178
-2% -$8.4K 0.2% 41
2025
Q1 		$415K Sell
8,659
-288
-3% -$14.4K 0.22% 40
2024
Q4 		$441K Sell
8,947
-139
-2% -$7.05K 0.23% 39
2024
Q3 		$450K Buy
9,086
+416
+5% +$20.2K 0.24% 39
2024
Q2 		$422K Buy
8,670
+227
+3% +$10.5K 0.24% 39
2024
Q1 		$394K Sell
8,443
-581
-6% -$25.3K 0.23% 40
2023
Q4 		$370K Buy
9,024
+7
+0.1% +$267 0.25% 33
2023
Q3 		$333K Buy
9,017
+284
+3% +$10.9K 0.26% 31
2023
Q2 		$333K Buy
8,733
+1,490
+21% +$53K 0.25% 31
2023
Q1 		$251K Sell
7,243
-1,293
-15% -$44.2K 0.2% 40
2022
Q4 		$300K Sell
8,536
-13,506
-61% -$472K 0.26% 35
2022
Q3 		$703K Buy
22,042
+21
+0.1% +$750 0.67% 19
2022
Q2 		$763K Buy
22,021
+1,026
+5% +$37.9K 0.68% 17
2022
Q1 		$828K Buy
+20,995
New +$825K 0.56% 28

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

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

Chicago Wealth Management reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 3.7% in Q2 2026, selling an estimated $15.7K and leaving 7,397 shares worth $442K. The position accounts for 0.16% of the portfolio, ranked #52.

Chicago Wealth Management first reported a position in PALC in Q1 2022 and has held it in 18 quarters since. The position peaked at $828K in Q1 2022. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

  • Chicago Wealth Management held 7,397 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $442K as of Q2 2026.
  • Chicago Wealth Management sold 283 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $15.7K.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.16% of Chicago Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Chicago Wealth Management first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q1 2022 and has held it in 18 quarters since.
  • Chicago Wealth Management's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $828K in Q1 2022.
  • 76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Chicago Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.