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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
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 $432B AUM 30.22% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Independent Advisor Alliance's PALC Position: Q1 2026 in Review

Independent Advisor Alliance opened a new position in Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q1 2026: 18,912 shares worth $980K. The stake represents 0.01% of the portfolio and ranks #842 among its holdings. This is a return to the name: Independent Advisor Alliance previously reported a position in PALC as recently as Q4 2024.

Independent Advisor Alliance first reported a position in PALC in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.29M in Q4 2024. 75 funds tracked by Wall St. Rank hold PALC as of Q1 2026.

  • Independent Advisor Alliance held 18,912 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $980K as of Q1 2026.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF was a new Independent Advisor Alliance position in Q1 2026.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #842 holding.
  • Independent Advisor Alliance first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2024 and has held it in 2 quarters since.
  • Independent Advisor Alliance's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $1.29M in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.