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Cornerstone Wealth Management’s Pacer Lunt MidCap Multi-Factor Alternator ETF PAMC Stock Holding History

Cornerstone Wealth Management’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
2023
Q4 		– Sell
-10,355
Closed -$357K – 558
2023
Q3 		$357K Buy
10,355
+1,908
+23% +$67.3K 0.03% 383
2023
Q2 		$300K Buy
8,447
+1,200
+17% +$40.3K 0.03% 402
2023
Q1 		$241K Buy
+7,247
New +$244K 0.02% 412

Other funds holding PAMC

LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cornerstone Wealth Management's PAMC Position: Q4 2023 in Review

Cornerstone Wealth Management sold out of Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) in Q4 2023, closing a stake of 10,355 shares — an estimated $357K sold.

Cornerstone Wealth Management first reported a position in PAMC in Q1 2023 and held it in 3 quarters. The position peaked at $357K in Q3 2023. 23 funds tracked by Wall St. Rank hold PAMC as of Q4 2023.

  • Cornerstone Wealth Management reported no remaining Pacer Lunt MidCap Multi-Factor Alternator ETF position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Wealth Management sold 10,355 Pacer Lunt MidCap Multi-Factor Alternator ETF shares in Q4 2023, an estimated $357K.
  • Cornerstone Wealth Management first reported a position in Pacer Lunt MidCap Multi-Factor Alternator ETF in Q1 2023 and held it in 3 quarters.
  • Cornerstone Wealth Management's Pacer Lunt MidCap Multi-Factor Alternator ETF position peaked at $357K in Q3 2023.
  • 23 funds tracked by Wall St. Rank held Pacer Lunt MidCap Multi-Factor Alternator ETF as of Q4 2023.

Based on Cornerstone Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.