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

Kestra Investment Management’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
2025
Q1 		– Sell
-386
Closed -$19K – 1264
2024
Q4 		$19K Buy
+386
New +$19.6K ﹤0.01% 731

Other funds holding PALC

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

Kestra Investment Management's PALC Position: Q1 2025 in Review

Kestra Investment Management sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q1 2025, closing a stake of 386 shares — an estimated $19K sold.

Kestra Investment Management first reported a position in PALC in Q4 2024 and held it in 1 quarter. The position peaked at $19K in Q4 2024. 68 funds tracked by Wall St. Rank hold PALC as of Q1 2025.

  • Kestra Investment Management reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 386 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2025, an estimated $19K.
  • Kestra Investment Management first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $19K in Q4 2024.
  • 68 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.