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

Cornerstone 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	$358K	Sell	5,990 -282	-4%	-$15.7K	0.02%	561
2026 Q1	$325K	Buy	6,272 +17	+0.3%	+$918	0.02%	553
2025 Q4	$327K	Hold	6,255	–	–	0.02%	524
2025 Q3	$324K	Sell	6,255 -195	-3%	-$9.85K	0.02%	507
2025 Q2	$319K	Buy	6,450 +4	+0.1%	+$189	0.02%	498
2025 Q1	$309K	Sell	6,446 -64	-1%	-$3.19K	0.02%	469
2024 Q4	$321K	Sell	6,510 -281	-4%	-$14.3K	0.02%	448
2024 Q3	$336K	Sell	6,791 -365	-5%	-$17.7K	0.02%	431
2024 Q2	$348K	Hold	7,156	–	–	0.03%	403
2024 Q1	$334K	Sell	7,156 -579	-7%	-$25.2K	0.03%	415
2023 Q4	$317K	Sell	7,735 -571	-7%	-$21.8K	0.03%	401
2023 Q3	$307K	Hold	8,306	–	–	0.03%	417
2023 Q2	$317K	Sell	8,306 -283	-3%	-$10.1K	0.03%	390
2023 Q1	$297K	Buy	+8,589	New	+$293K	0.03%	372
2022 Q3	$286K	Buy	+8,978	New	+$320K	0.03%	357

Other funds holding PALC

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Cornerstone Wealth Management reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 4.5% in Q2 2026, selling an estimated $15.7K and leaving 5,990 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #561.

Cornerstone Wealth Management first reported a position in PALC in Q3 2022 and has held it in 15 quarters since. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

Cornerstone Wealth Management held 5,990 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $358K as of Q2 2026.
Cornerstone Wealth Management sold 282 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 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #561 holding.
Cornerstone Wealth Management first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q3 2022 and has held it in 15 quarters since.
76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.