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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
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 $432B AUM 30.22% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ergawealth Advisors's PALC Position: Q1 2026 in Review

Ergawealth Advisors reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 1.6% in Q1 2026, selling an estimated $33.9K and leaving 38,536 shares worth $2M. The position accounts for 0.88% of the portfolio, ranked #15.

Ergawealth Advisors first reported a position in PALC in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.4M in Q3 2024. 75 funds tracked by Wall St. Rank hold PALC as of Q1 2026.

  • Ergawealth Advisors held 38,536 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $2M as of Q1 2026.
  • Ergawealth Advisors sold 628 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2026, an estimated $33.9K.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.88% of Ergawealth Advisors's portfolio in Q1 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 14 quarters since.
  • Ergawealth Advisors's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $10.4M in Q3 2024.
  • 75 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.