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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
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% -$9.87M 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

FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $418M AUM 23.14% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $121M AUM
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Enzi Wealth's PALC Position: Q2 2026 in Review

Enzi Wealth reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 3.4% in Q2 2026, selling an estimated $115K and leaving 59,420 shares worth $3.42M. The position accounts for 1.08% of the portfolio, ranked #16.

Enzi Wealth first reported a position in PALC in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.2M in Q3 2025. 7 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

  • Enzi Wealth held 59,420 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $3.42M as of Q2 2026.
  • Enzi Wealth sold 2,070 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $115K.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 1.08% of Enzi Wealth's portfolio in Q2 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 15 quarters since.
  • Enzi Wealth's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $13.2M in Q3 2025.
  • 7 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Enzi Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.