Janney Montgomery Scott
PALC icon

Janney Montgomery Scott’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Janney Montgomery Scott’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
Q3 		– Sell
-68,571
Closed -$2.62M – 2719
2023
Q2 		$2.62M Sell
68,571
-4,174
-6% -$149K 0.01% 955
2023
Q1 		$2.52M Buy
72,745
+24,844
+52% +$849K 0.01% 892
2022
Q4 		$1.68M Buy
+47,901
New +$1.67M 0.01% 1106
2022
Q1 		– Sell
-41,164
Closed -$1.73M – 2383
2021
Q4 		$1.73M Sell
41,164
-699
-2% -$28.8K 0.01% 1047
2021
Q3 		$1.61M Buy
+41,863
New +$1.66M 0.01% 1051

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
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Janney Montgomery Scott's PALC Position: Q3 2023 in Review

Janney Montgomery Scott sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q3 2023, closing a stake of 68,571 shares — an estimated $2.62M sold.

Janney Montgomery Scott first reported a position in PALC in Q3 2021 and held it in 5 quarters. The position peaked at $2.62M in Q2 2023. 48 funds tracked by Wall St. Rank hold PALC as of Q3 2023.

  • Janney Montgomery Scott reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q3 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 68,571 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q3 2023, an estimated $2.62M.
  • Janney Montgomery Scott first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q3 2021 and held it in 5 quarters.
  • Janney Montgomery Scott's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $2.62M in Q2 2023.
  • 48 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q3 2023.

Based on Janney Montgomery Scott's 13F filing for Q3 2023, filed 8 Nov 2023.