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

Independent Financial 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
2026 Q3	$214K	Sell	3,973 -33	-0.8%	-$1.88K	﹤0.01%	1464
2026 Q2	$239K	Sell	4,006 -3,531	-47%	-$196K	﹤0.01%	1378
2026 Q1	$390K	Sell	7,537 -510	-6%	-$27.5K	0.01%	1045
2025 Q4	$420K	Sell	8,047 -35	-0.4%	-$1.81K	0.01%	981
2025 Q3	$418K	Sell	8,082 -279	-3%	-$14.1K	0.01%	925
2025 Q2	$413K	Sell	8,361 -1,869	-18%	-$88.3K	0.01%	866
2025 Q1	$491K	Buy	10,230 +204	+2%	+$10.2K	0.02%	719
2024 Q4	$494K	Buy	10,026 +1,714	+21%	+$87K	0.02%	692
2024 Q3	$412K	Buy	+8,312	New	+$403K	0.02%	734
2023 Q4	–	Sell	-7,316	Closed	-$270K	–	992
2023 Q3	$270K	Sell	7,316 -91	-1%	-$3.5K	0.02%	701
2023 Q2	$283K	Buy	7,407 +153	+2%	+$5.45K	0.02%	663
2023 Q1	$251K	Sell	7,254 -80	-1%	-$2.73K	0.02%	689
2022 Q4	$258K	Sell	7,334 -355	-5%	-$12.4K	0.02%	612
2022 Q3	$245K	Sell	7,689 -159	-2%	-$5.68K	0.02%	602
2022 Q2	$272K	Buy	7,848 +46	+0.6%	+$1.7K	0.03%	529
2022 Q1	$308K	Buy	+7,802	New	+$307K	0.03%	588

Other funds holding PALC

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

UIM

Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Independent Financial Group's PALC Position: Q3 2026 in Review

Independent Financial Group reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 0.82% in Q3 2026, selling an estimated $1.88K and leaving 3,973 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Independent Financial Group first reported a position in PALC in Q1 2022 and has held it in 16 quarters since. The position peaked at $494K in Q4 2024. 8 funds tracked by Wall St. Rank hold PALC as of Q3 2026.

Independent Financial Group held 3,973 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $214K as of Q3 2026.
Independent Financial Group sold 33 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q3 2026, an estimated $1.88K.
Pacer Lunt Large Cap Multi-Factor Alternator ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q3 2026, its #1464 holding.
Independent Financial Group first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q1 2022 and has held it in 16 quarters since.
Independent Financial Group's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $494K in Q4 2024.
8 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.