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

Foundations Investment 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
2025
Q4 		– Sell
-18,048
Closed -$934K – 1165
2025
Q3 		$934K Sell
18,048
-9,910
-35% -$501K 0.01% 488
2025
Q2 		$1.38M Buy
27,958
+18,891
+208% +$892K 0.02% 362
2025
Q1 		$435K Buy
+9,067
New +$452K 0.01% 615

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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
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
AFP
Ausdal Financial Partners Davenport, Iowa $2.56B AUM 27.42% 1-Year Est. Return

Foundations Investment Advisors's PALC Position: Q4 2025 in Review

Foundations Investment Advisors sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q4 2025, closing a stake of 18,048 shares — an estimated $934K sold.

Foundations Investment Advisors first reported a position in PALC in Q1 2025 and held it in 3 quarters. The position peaked at $1.38M in Q2 2025. 72 funds tracked by Wall St. Rank hold PALC as of Q4 2025.

  • Foundations Investment Advisors reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 18,048 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q4 2025, an estimated $934K.
  • Foundations Investment Advisors first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q1 2025 and held it in 3 quarters.
  • Foundations Investment Advisors's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $1.38M in Q2 2025.
  • 72 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.