Envestnet Asset Management
PALC icon

Envestnet Asset Management’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Envestnet Asset Management’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 		$497K Buy
8,316
+504
+6% +$28K ﹤0.01% 4081
2026
Q1 		$405K Sell
7,812
-532
-6% -$28.7K ﹤0.01% 4079
2025
Q4 		$436K Sell
8,344
-629
-7% -$32.5K ﹤0.01% 3794
2025
Q3 		$465K Sell
8,973
-403
-4% -$20.4K ﹤0.01% 3816
2025
Q2 		$463K Sell
9,376
-73
-0.8% -$3.45K ﹤0.01% 3750
2025
Q1 		$453K Sell
9,449
-40
-0.4% -$1.99K ﹤0.01% 3690
2024
Q4 		$467K Buy
+9,489
New +$482K ﹤0.01% 3617
2024
Q3 		– Sell
-11,332
Closed -$551K – 4292
2024
Q2 		$551K Buy
11,332
+156
+1% +$7.24K ﹤0.01% 3393
2024
Q1 		$521K Buy
+11,176
New +$486K ﹤0.01% 3405
2023
Q4 		– Sell
-10,211
Closed -$377K – 4132
2023
Q3 		$377K Buy
+10,211
New +$393K ﹤0.01% 3398
2023
Q2 		– Sell
-7,768
Closed -$269K – 4052
2023
Q1 		$269K Sell
7,768
-4,156
-35% -$142K ﹤0.01% 3496
2022
Q4 		$419K Sell
11,924
-822
-6% -$28.7K ﹤0.01% 3197
2022
Q3 		$407K Sell
12,746
-5,278
-29% -$188K ﹤0.01% 3150
2022
Q2 		$624K Sell
18,024
-25,070
-58% -$926K ﹤0.01% 2931
2022
Q1 		$1.7M Buy
43,094
+26,176
+155% +$1.03M ﹤0.01% 2304
2021
Q4 		$710K Buy
+16,918
New +$697K ﹤0.01% 2853

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

Envestnet Asset Management's PALC Position: Q2 2026 in Review

Envestnet Asset Management increased its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 6.5% in Q2 2026, buying an estimated $28K and bringing the position to 8,316 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #4081.

Envestnet Asset Management first reported a position in PALC in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.7M in Q1 2022. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

  • Envestnet Asset Management held 8,316 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $497K as of Q2 2026.
  • Envestnet Asset Management bought 504 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $28K.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4081 holding.
  • Envestnet Asset Management first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2021 and has held it in 16 quarters since.
  • Envestnet Asset Management's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $1.7M in Q1 2022.
  • 76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.