Edge Financial Advisors’s Pacer Lunt MidCap Multi-Factor Alternator ETF PAMC Stock Holding History

Edge Financial Advisors’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
2025 Q1	–	Sell	-36,199	Closed	-$1.68M	–	113
2024 Q4	$1.68M	Sell	36,199 -1,075	-3%	-$51.3K	1.5%	25
2024 Q3	$1.72M	Buy	37,274 +4,736	+15%	+$213K	1.53%	24
2024 Q2	$1.43M	Buy	32,538 +13,940	+75%	+$618K	1.48%	26
2024 Q1	$859K	Buy	+18,598	New	+$757K	0.76%	42

Other funds holding PAMC

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

GWM

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

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CWM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

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

Edge Financial Advisors sold out of Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) in Q1 2025, closing a stake of 36,199 shares — an estimated $1.68M sold.

Edge Financial Advisors first reported a position in PAMC in Q1 2024 and held it in 4 quarters. The position peaked at $1.72M in Q3 2024. 28 funds tracked by Wall St. Rank hold PAMC as of Q1 2025.

Edge Financial Advisors reported no remaining Pacer Lunt MidCap Multi-Factor Alternator ETF position as of Q1 2025 after selling out during the quarter.
Edge Financial Advisors sold 36,199 Pacer Lunt MidCap Multi-Factor Alternator ETF shares in Q1 2025, an estimated $1.68M.
Edge Financial Advisors first reported a position in Pacer Lunt MidCap Multi-Factor Alternator ETF in Q1 2024 and held it in 4 quarters.
Edge Financial Advisors's Pacer Lunt MidCap Multi-Factor Alternator ETF position peaked at $1.72M in Q3 2024.
28 funds tracked by Wall St. Rank held Pacer Lunt MidCap Multi-Factor Alternator ETF as of Q1 2025.

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