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

Herold 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
2022
Q2 		– Sell
-3,463
Closed -$137K – 526
2022
Q1 		$137K Buy
+3,463
New +$136K 0.05% 238
2021
Q4 		– Sell
-3,216
Closed -$123K – 512
2021
Q3 		$123K Buy
+3,216
New +$127K 0.05% 249

Other funds holding PALC

LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Herold Advisors's PALC Position: Q2 2022 in Review

Herold Advisors sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q2 2022, closing a stake of 3,463 shares — an estimated $137K sold.

Herold Advisors first reported a position in PALC in Q3 2021 and held it in 2 quarters. The position peaked at $137K in Q1 2022. 46 funds tracked by Wall St. Rank hold PALC as of Q2 2022.

  • Herold Advisors reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 3,463 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2022, an estimated $137K.
  • Herold Advisors first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $137K in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.