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Independent Advisor Alliance’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Independent Advisor Alliance’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 		– Sell
-18,912
Closed -$980K – 1457
2026
Q1 		$980K Buy
+18,912
New +$1.02M 0.01% 842
2025
Q1 		– Sell
-26,233
Closed -$1.29M – 1191
2024
Q4 		$1.29M Buy
+26,233
New +$1.33M 0.02% 642

Other funds holding PALC

Ameriprise
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Independent Advisor Alliance's PALC Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q2 2026, closing a stake of 18,912 shares — an estimated $980K sold.

Independent Advisor Alliance first reported a position in PALC in Q4 2024 and held it in 2 quarters. The position peaked at $1.29M in Q4 2024. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

  • Independent Advisor Alliance reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 18,912 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $980K.
  • Independent Advisor Alliance first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2024 and held it in 2 quarters.
  • Independent Advisor Alliance's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $1.29M in Q4 2024.
  • 76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.