Financial Designs’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Financial Designs’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	–	Sell	-12,331	Closed	-$644K	–	41
2025 Q4	$644K	Sell	12,331 -79,525	-87%	-$4.11M	0.36%	20
2025 Q3	$4.73M	Buy	91,856 +6,461	+8%	+$326K	2.74%	11
2025 Q2	$4.22M	Sell	85,395 -13,672	-14%	-$646K	2.59%	11
2025 Q1	$4.75M	Buy	99,067 +4,045	+4%	+$202K	3.31%	10
2024 Q4	$4.68M	Buy	95,022 +916	+1%	+$46.5K	3.08%	11
2024 Q3	$4.66M	Sell	94,106 -2,464	-3%	-$119K	3.01%	11
2024 Q2	$4.7M	Sell	96,570 -1,529	-2%	-$71K	3.23%	11
2024 Q1	$4.57M	Buy	+98,099	New	+$4.27M	3.01%	11

Other funds holding PALC

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Designs's PALC Position: Q1 2026 in Review

Financial Designs sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q1 2026, closing a stake of 12,331 shares — an estimated $644K sold.

Financial Designs first reported a position in PALC in Q1 2024 and held it in 8 quarters. The position peaked at $4.75M in Q1 2025. 75 funds tracked by Wall St. Rank hold PALC as of Q1 2026.

Financial Designs reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q1 2026 after selling out during the quarter.
Financial Designs sold 12,331 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2026, an estimated $644K.
Financial Designs first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q1 2024 and held it in 8 quarters.
Financial Designs's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $4.75M in Q1 2025.
75 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2026.

Based on Financial Designs's 13F filing for Q1 2026, filed 16 Apr 2026.