Envestnet Asset Management’s Pacer Lunt MidCap Multi-Factor Alternator ETF PAMC Stock Holding History

Envestnet Asset Management’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	-4,416	Closed	-$205K	–	4441
2024 Q4	$205K	Buy	+4,416	New	+$211K	﹤0.01%	4086
2024 Q3	–	Sell	-4,692	Closed	-$206K	–	4293
2024 Q2	$206K	Buy	+4,692	New	+$208K	﹤0.01%	3918
2023 Q4	–	Sell	-8,011	Closed	-$276K	–	4133
2023 Q3	$276K	Sell	8,011 -1,329	-14%	-$46.9K	﹤0.01%	3567
2023 Q2	$331K	Sell	9,340 -14,369	-61%	-$482K	﹤0.01%	3435
2023 Q1	$789K	Buy	23,709 +71	+0.3%	+$2.39K	﹤0.01%	2836
2022 Q4	$741K	Sell	23,638 -1,028	-4%	-$31.9K	﹤0.01%	2855
2022 Q3	$688K	Buy	+24,666	New	+$768K	﹤0.01%	2824

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

Envestnet Asset Management's PAMC Position: Q1 2025 in Review

Envestnet Asset Management sold out of Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) in Q1 2025, closing a stake of 4,416 shares — an estimated $205K sold.

Envestnet Asset Management first reported a position in PAMC in Q3 2022 and held it in 7 quarters. The position peaked at $789K in Q1 2023. 28 funds tracked by Wall St. Rank hold PAMC as of Q1 2025.

Envestnet Asset Management reported no remaining Pacer Lunt MidCap Multi-Factor Alternator ETF position as of Q1 2025 after selling out during the quarter.
Envestnet Asset Management sold 4,416 Pacer Lunt MidCap Multi-Factor Alternator ETF shares in Q1 2025, an estimated $205K.
Envestnet Asset Management first reported a position in Pacer Lunt MidCap Multi-Factor Alternator ETF in Q3 2022 and held it in 7 quarters.
Envestnet Asset Management's Pacer Lunt MidCap Multi-Factor Alternator ETF position peaked at $789K in Q1 2023.
28 funds tracked by Wall St. Rank held Pacer Lunt MidCap Multi-Factor Alternator ETF as of Q1 2025.

Based on Envestnet Asset Management's 13F filing for Q1 2025, filed 29 Apr 2025.