Empire Financial Management Company’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Empire Financial Management Company’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
2024 Q1	–	Sell	-8,859	Closed	-$363K	–	212
2023 Q4	$363K	Buy	8,859 +68	+0.8%	+$2.59K	0.14%	155
2023 Q3	$324K	Sell	8,791 -78	-0.9%	-$3K	0.14%	153
2023 Q2	$339K	Sell	8,869 -720	-8%	-$25.6K	0.13%	154
2023 Q1	$332K	Buy	+9,589	New	+$328K	0.14%	153

Other funds holding PALC

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

GWM

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

LCM

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

FEG

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

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

Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empire Financial Management Company's PALC Position: Q1 2024 in Review

Empire Financial Management Company sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q1 2024, closing a stake of 8,859 shares — an estimated $363K sold.

Empire Financial Management Company first reported a position in PALC in Q1 2023 and held it in 4 quarters. The position peaked at $363K in Q4 2023. 55 funds tracked by Wall St. Rank hold PALC as of Q1 2024.

Empire Financial Management Company reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q1 2024 after selling out during the quarter.
Empire Financial Management Company sold 8,859 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2024, an estimated $363K.
Empire Financial Management Company first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q1 2023 and held it in 4 quarters.
Empire Financial Management Company's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $363K in Q4 2023.
55 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2024.

Based on Empire Financial Management Company's 13F filing for Q1 2024, filed 14 May 2024.