Kestra Advisory Services’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Kestra Advisory Services’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	$1.23M	Sell	23,654 -1,570	-6%	-$84.8K	﹤0.01%	1589
2025 Q4	$1.32M	Sell	25,224 -59,187	-70%	-$3.06M	0.01%	1474
2025 Q3	$4.37M	Sell	84,411 -3,983	-5%	-$201K	0.02%	758
2025 Q2	$4.37M	Sell	88,394 -635	-0.7%	-$30K	0.02%	708
2025 Q1	$4.27M	Sell	89,029 -2,031	-2%	-$101K	0.02%	641
2024 Q4	$4.48M	Buy	91,060 +3,572	+4%	+$181K	0.02%	617
2024 Q3	$4.33M	Buy	+87,488	New	+$4.24M	0.02%	641

Other funds holding PALC

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M 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

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

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return