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

CreativeOne Wealth’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
2025 Q1	–	Sell	-12,177	Closed	-$600K	–	1126
2024 Q4	$600K	Buy	12,177 +277	+2%	+$14.1K	0.02%	639
2024 Q3	$590K	Buy	11,900 +421	+4%	+$20.4K	0.02%	575
2024 Q2	$558K	Buy	+11,479	New	+$533K	0.03%	448
2023 Q2	–	Sell	-7,594	Closed	-$263K	–	876
2023 Q1	$263K	Sell	7,594 -16,269	-68%	-$556K	0.01%	674
2022 Q4	$839K	Buy	23,863 +590	+3%	+$20.6K	0.05%	316
2022 Q3	$742K	Sell	23,273 -1,254	-5%	-$44.8K	0.04%	321
2022 Q2	$849K	Buy	24,527 +879	+4%	+$32.5K	0.05%	291
2022 Q1	$933K	Buy	+23,648	New	+$929K	0.05%	287

Other funds holding PALC

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

CreativeOne Wealth's PALC Position: Q1 2025 in Review

CreativeOne Wealth sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q1 2025, closing a stake of 12,177 shares — an estimated $600K sold.

CreativeOne Wealth first reported a position in PALC in Q1 2022 and held it in 8 quarters. The position peaked at $933K in Q1 2022. 68 funds tracked by Wall St. Rank hold PALC as of Q1 2025.

CreativeOne Wealth reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q1 2025 after selling out during the quarter.
CreativeOne Wealth sold 12,177 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2025, an estimated $600K.
CreativeOne Wealth first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q1 2022 and held it in 8 quarters.
CreativeOne Wealth's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $933K in Q1 2022.
68 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.