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Edge Financial Advisors’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Edge Financial Advisors’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
-48,486
Closed -$2.39M – 112
2024
Q4 		$2.39M Sell
48,486
-532
-1% -$27K 2.13% 10
2024
Q3 		$2.43M Buy
49,018
+5,652
+13% +$274K 2.15% 11
2024
Q2 		$2.11M Buy
43,366
+19,449
+81% +$903K 2.18% 7
2024
Q1 		$1.13M Buy
+23,917
New +$1.04M 0.99% 31

Other funds holding PALC

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return
LPL Financial
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

Edge Financial Advisors's PALC Position: Q1 2025 in Review

Edge Financial Advisors sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q1 2025, closing a stake of 48,486 shares — an estimated $2.39M sold.

Edge Financial Advisors first reported a position in PALC in Q1 2024 and held it in 4 quarters. The position peaked at $2.43M in Q3 2024. 68 funds tracked by Wall St. Rank hold PALC as of Q1 2025.

  • Edge Financial Advisors reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q1 2025 after selling out during the quarter.
  • Edge Financial Advisors sold 48,486 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2025, an estimated $2.39M.
  • Edge Financial Advisors first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q1 2024 and held it in 4 quarters.
  • Edge Financial Advisors's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $2.43M in Q3 2024.
  • 68 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2025.

Based on Edge Financial Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.