Gladstone Institutional Advisory’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Gladstone Institutional Advisory’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 Q2	$578K	Sell	9,677 -64	-0.7%	-$3.56K	0.02%	550
2026 Q1	$505K	Buy	9,741 +2,427	+33%	+$131K	0.02%	536
2025 Q4	$382K	Buy	+7,314	New	+$378K	0.01%	567

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

GWM

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

Gladstone Institutional Advisory's PALC Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 0.66% in Q2 2026, selling an estimated $3.56K and leaving 9,677 shares worth $578K. The position accounts for 0.02% of the portfolio, ranked #550.

Gladstone Institutional Advisory first reported a position in PALC in Q4 2025 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

Gladstone Institutional Advisory held 9,677 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $578K as of Q2 2026.
Gladstone Institutional Advisory sold 64 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $3.56K.
Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #550 holding.
Gladstone Institutional Advisory first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2025 and has held it in 3 quarters since.
76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.