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COMPASS FINANCIAL MANAGEMENT LLC’s Pacer Lunt MidCap Multi-Factor Alternator ETF PAMC Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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
2026
Q2 		$20.1K Buy
+363
New +$19.2K ﹤0.01% 893

Other funds holding PAMC

LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCFM
Clear Creek Financial Management Silverdale, Washington $1.56B AUM 31.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $9.12B AUM 27.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) in Q2 2026: 363 shares worth $20.1K. The stake represents ﹤0.01% of the portfolio and ranks #893 among its holdings.

26 funds tracked by Wall St. Rank hold PAMC as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 363 shares of Pacer Lunt MidCap Multi-Factor Alternator ETF worth $20.1K as of Q2 2026.
  • Pacer Lunt MidCap Multi-Factor Alternator ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Pacer Lunt MidCap Multi-Factor Alternator ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #893 holding.
  • 26 funds tracked by Wall St. Rank held Pacer Lunt MidCap Multi-Factor Alternator ETF as of Q2 2026.

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