FD
PALC icon

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
Ameriprise Minneapolis, Minnesota $431B 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 $837M 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 $376B 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 $761B AUM 31.28% 1-Year Est. Return