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COMPASS FINANCIAL MANAGEMENT LLC’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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
2026
Q2 		$20K Buy
+334
New +$18.6K ﹤0.01% 896

Other funds holding PALC

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
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's PALC Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q2 2026: 334 shares worth $20K. The stake represents ﹤0.01% of the portfolio and ranks #896 among its holdings.

58 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 334 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $20K as of Q2 2026.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #896 holding.
  • 58 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.