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Ergawealth Advisors’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Ergawealth Advisors’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 		$2.19M Sell
36,690
-1,846
-5% -$103K 0.85% 15
2026
Q1 		$2M Sell
38,536
-628
-2% -$33.9K 0.88% 15
2025
Q4 		$2.05M Sell
39,164
-100,607
-72% -$5.2M 0.94% 15
2025
Q3 		$7.24M Sell
139,771
-61,895
-31% -$3.13M 3.37% 10
2025
Q2 		$9.96M Sell
201,666
-6,021
-3% -$284K 4.48% 7
2025
Q1 		$9.96M Sell
207,687
-238
-0.1% -$11.9K 4.93% 9
2024
Q4 		$10.2M Sell
207,925
-2,206
-1% -$112K 5.06% 9
2024
Q3 		$10.4M Buy
210,131
+719
+0.3% +$34.9K 5.16% 8
2024
Q2 		$10.2M Sell
209,412
-9,625
-4% -$447K 5.54% 7
2024
Q1 		$10.2M Buy
219,037
+2,833
+1% +$123K 5.6% 8
2023
Q4 		$8.86M Sell
216,204
-3,089
-1% -$118K 5.45% 8
2023
Q3 		$8.09M Sell
219,293
-2,465
-1% -$94.8K 5.58% 6
2023
Q2 		$8.46M Buy
221,758
+26,594
+14% +$947K 5.8% 5
2023
Q1 		$6.76M Buy
195,164
+26,312
+16% +$899K 5.5% 5
2022
Q4 		$5.94M Buy
+168,852
New +$5.9M 5.38% 7

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

Ergawealth Advisors's PALC Position: Q2 2026 in Review

Ergawealth Advisors reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 4.8% in Q2 2026, selling an estimated $103K and leaving 36,690 shares worth $2.19M. The position accounts for 0.85% of the portfolio, ranked #15.

Ergawealth Advisors first reported a position in PALC in Q4 2022 and has held it in 15 quarters since. The position peaked at $10.4M in Q3 2024. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

  • Ergawealth Advisors held 36,690 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $2.19M as of Q2 2026.
  • Ergawealth Advisors sold 1,846 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $103K.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.85% of Ergawealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Ergawealth Advisors first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2022 and has held it in 15 quarters since.
  • Ergawealth Advisors's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $10.4M in Q3 2024.
  • 76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.