Creative Planning
PALC icon

Creative Planning’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Creative Planning’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 		$2.5M Hold
41,763
– – ﹤0.01% 1913
2026
Q1 		$2.16M Sell
41,763
-727
-2% -$39.3K ﹤0.01% 1831
2025
Q4 		$2.22M Buy
+42,490
New +$2.19M ﹤0.01% 1645

Other funds holding PALC

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

Creative Planning's PALC Position: Q2 2026 in Review

Creative Planning held its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) position steady in Q2 2026 at 41,763 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1913.

Creative Planning first reported a position in PALC in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

  • Creative Planning held 41,763 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $2.5M as of Q2 2026.
  • Creative Planning left its Pacer Lunt Large Cap Multi-Factor Alternator ETF share count unchanged in Q2 2026.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1913 holding.
  • Creative Planning first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2025 and has held it in 3 quarters since.
  • 76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.