Core Wealth Advisors (Florida)’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Core Wealth Advisors (Florida)’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
2023 Q1	–	Sell	-1,370	Closed	-$48.2K	–	272
2022 Q4	$48.2K	Sell	1,370 -388,939	-100%	-$13.6M	0.02%	81
2022 Q3	$12.5M	Buy	390,309 +33,765	+9%	+$1.21M	7.26%	3
2022 Q2	$12.3M	Buy	356,544 +75,989	+27%	+$2.81M	7.59%	4
2022 Q1	$11.1M	Buy	+280,555	New	+$11M	6.21%	6

Other funds holding PALC

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 1-Year Est. Return

Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

M1FG

Mach-1 Financial Group Rogers, Arkansas $258M AUM 22.48% 1-Year Est. Return

AFP

Alpha Financial Partners Lexington, Kentucky $190M AUM 22.28% 1-Year Est. Return

Core Wealth Advisors (Florida)'s PALC Position: Q1 2023 in Review

Core Wealth Advisors (Florida) sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q1 2023, closing a stake of 1,370 shares — an estimated $48.2K sold.

Core Wealth Advisors (Florida) first reported a position in PALC in Q1 2022 and held it in 4 quarters. The position peaked at $12.5M in Q3 2022. 54 funds tracked by Wall St. Rank hold PALC as of Q1 2023.

Core Wealth Advisors (Florida) reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q1 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 1,370 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2023, an estimated $48.2K.
Core Wealth Advisors (Florida) first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q1 2022 and held it in 4 quarters.
Core Wealth Advisors (Florida)'s Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $12.5M in Q3 2022.
54 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2023, filed 27 Apr 2023.