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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
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

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 Financial Group's PALC Position: Q2 2026 in Review

Independent Financial Group reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 47% in Q2 2026, selling an estimated $196K and leaving 4,006 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #1378.

Independent Financial Group first reported a position in PALC in Q1 2022 and has held it in 15 quarters since. The position peaked at $494K in Q4 2024. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

  • Independent Financial Group held 4,006 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $239K as of Q2 2026.
  • Independent Financial Group sold 3,531 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $196K.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1378 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 15 quarters since.
  • Independent Financial Group's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $494K 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 Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.