Great Valley Advisor Group’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Great Valley Advisor Group’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	-7,446	Closed	-$305K	–	769
2023 Q4	$305K	Sell	7,446 -1,596	-18%	-$60.8K	0.01%	569
2023 Q3	$334K	Buy	9,042 +1	+0%	+$38	0.01%	525
2023 Q2	$345K	Hold	9,041	–	–	0.01%	528
2023 Q1	$313K	Hold	9,041	–	–	0.01%	535
2022 Q4	$318K	Buy	9,041 +1,887	+26%	+$65.9K	0.02%	527
2022 Q3	$228K	Buy	+7,154	New	+$255K	0.01%	602

Other funds holding PALC

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

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Great Valley Advisor Group's PALC Position: Q1 2024 in Review

Great Valley Advisor Group sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q1 2024, closing a stake of 7,446 shares — an estimated $305K sold.

Great Valley Advisor Group first reported a position in PALC in Q3 2022 and held it in 6 quarters. The position peaked at $345K in Q2 2023. 55 funds tracked by Wall St. Rank hold PALC as of Q1 2024.

Great Valley Advisor Group reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q1 2024 after selling out during the quarter.
Great Valley Advisor Group sold 7,446 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2024, an estimated $305K.
Great Valley Advisor Group first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q3 2022 and held it in 6 quarters.
Great Valley Advisor Group's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $345K in Q2 2023.
55 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2024.

Based on Great Valley Advisor Group's 13F filing for Q1 2024, filed 6 May 2024.