Enzi Wealth’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Enzi Wealth’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 Q3	$3.23M	Sell	59,108 -312	-0.5%	-$17.7K	0.97%	16
2026 Q2	$3.42M	Sell	59,420 -2,070	-3%	-$115K	1.08%	16
2026 Q1	$3.19M	Sell	61,490 -7,818	-11%	-$422K	1.11%	14
2025 Q4	$3.78M	Sell	69,308 -191,124	-73%	-$9.9M	1.33%	12
2025 Q3	$13.2M	Buy	260,432 +2,665	+1%	+$135K	4.65%	7
2025 Q2	$12.7M	Buy	257,767 +875	+0.3%	+$41.3K	4.66%	7
2025 Q1	$11.9M	Buy	256,892 +6,491	+3%	+$323K	4.82%	7
2024 Q4	$12.8M	Buy	250,401 +5,170	+2%	+$262K	4.86%	7
2024 Q3	$12.5M	Buy	245,231 +12,152	+5%	+$589K	4.89%	7
2024 Q2	$11.6M	Sell	233,079 -2,484	-1%	-$115K	5.11%	6
2024 Q1	$10.6M	Sell	235,563 -18,070	-7%	-$786K	4.97%	6
2023 Q4	$11M	Sell	253,633 -38,790	-13%	-$1.48M	5.26%	6
2023 Q3	$10.9M	Sell	292,423 -9,890	-3%	-$380K	5.76%	7
2023 Q2	$11.8M	Buy	302,313 +56,409	+23%	+$2.01M	6.03%	6
2023 Q1	$8.52M	Buy	245,904 +197,271	+406%	+$6.74M	4.37%	8
2022 Q4	$1.72M	Buy	+48,633	New	+$1.7M	0.82%	24

Other funds holding PALC

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

UIM

Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

JTBR

James T. Borello RIA East Dundee, Illinois $482M AUM 14.29% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Enzi Wealth's PALC Position: Q3 2026 in Review

Enzi Wealth reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 0.53% in Q3 2026, selling an estimated $17.7K and leaving 59,108 shares worth $3.23M. The position accounts for 0.97% of the portfolio, ranked #16.

Enzi Wealth first reported a position in PALC in Q4 2022 and has held it in 16 quarters since. The position peaked at $13.2M in Q3 2025. 11 funds tracked by Wall St. Rank hold PALC as of Q3 2026.

Enzi Wealth held 59,108 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $3.23M as of Q3 2026.
Enzi Wealth sold 312 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q3 2026, an estimated $17.7K.
Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.97% of Enzi Wealth's portfolio in Q3 2026, its #16 holding.
Enzi Wealth first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2022 and has held it in 16 quarters since.
Enzi Wealth's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $13.2M in Q3 2025.
11 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q3 2026.

Based on Enzi Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.