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EPG Wealth Management’s Pacer Lunt MidCap Multi-Factor Alternator ETF PAMC Stock Holding History

EPG Wealth 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
2024
Q2 		– Sell
-73
Closed -$3.34K – 457
2024
Q1 		$3.34K Buy
+73
New +$2.97K ﹤0.01% 424
2022
Q1 		– Sell
-607
Closed -$22K – 426
2021
Q4 		$22K Buy
+607
New +$22K 0.01% 336

Other funds holding PAMC

LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EFA
Edge Financial Advisors Wheaton, Illinois $238M AUM 17.31% 1-Year Est. Return

EPG Wealth Management's PAMC Position: Q2 2024 in Review

EPG Wealth Management sold out of Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) in Q2 2024, closing a stake of 73 shares — an estimated $3.34K sold.

EPG Wealth Management first reported a position in PAMC in Q4 2021 and held it in 2 quarters. The position peaked at $22K in Q4 2021. 30 funds tracked by Wall St. Rank hold PAMC as of Q2 2024.

  • EPG Wealth Management reported no remaining Pacer Lunt MidCap Multi-Factor Alternator ETF position as of Q2 2024 after selling out during the quarter.
  • EPG Wealth Management sold 73 Pacer Lunt MidCap Multi-Factor Alternator ETF shares in Q2 2024, an estimated $3.34K.
  • EPG Wealth Management first reported a position in Pacer Lunt MidCap Multi-Factor Alternator ETF in Q4 2021 and held it in 2 quarters.
  • EPG Wealth Management's Pacer Lunt MidCap Multi-Factor Alternator ETF position peaked at $22K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held Pacer Lunt MidCap Multi-Factor Alternator ETF as of Q2 2024.

Based on EPG Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.