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

Founders Financial Securities’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
2024
Q1 		– Sell
-9,911
Closed -$406K – 408
2023
Q4 		$406K Buy
+9,911
New +$378K 0.05% 273

Other funds holding PALC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Founders Financial Securities's PALC Position: Q1 2024 in Review

Founders Financial Securities sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q1 2024, closing a stake of 9,911 shares — an estimated $406K sold.

Founders Financial Securities first reported a position in PALC in Q4 2023 and held it in 1 quarter. The position peaked at $406K in Q4 2023. 55 funds tracked by Wall St. Rank hold PALC as of Q1 2024.

  • Founders Financial Securities reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q1 2024 after selling out during the quarter.
  • Founders Financial Securities sold 9,911 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2024, an estimated $406K.
  • Founders Financial Securities first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2023 and held it in 1 quarter.
  • Founders Financial Securities's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $406K in Q4 2023.
  • 55 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2024.

Based on Founders Financial Securities's 13F filing for Q1 2024, filed 17 Apr 2024.