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Impact Partnership Wealth’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-110
Closed -$4.06K – 1024
2023
Q3 		$4.06K Buy
+110
New +$4.23K ﹤0.01% 724

Other funds holding PALC

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

Impact Partnership Wealth's PALC Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q4 2023, closing a stake of 110 shares — an estimated $4.06K sold.

Impact Partnership Wealth first reported a position in PALC in Q3 2023 and held it in 1 quarter. The position peaked at $4.06K in Q3 2023. 52 funds tracked by Wall St. Rank hold PALC as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 110 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q4 2023, an estimated $4.06K.
  • Impact Partnership Wealth first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $4.06K in Q3 2023.
  • 52 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.