LMKC
PALC icon

L.M. Kohn & Company’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

L.M. Kohn & Company’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
Q3 		– Sell
-7,775
Closed -$384K – 235
2025
Q2 		$384K Hold
7,775
– – 0.1% 166
2025
Q1 		$373K Hold
7,775
– – 0.1% 169
2024
Q4 		$383K Buy
7,775
+475
+7% +$24.1K 0.1% 161
2024
Q3 		$362K Buy
7,300
+1,100
+18% +$53.3K 0.09% 183
2024
Q2 		$302K Buy
+6,200
New +$288K 0.08% 202

Other funds holding PALC

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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
EA
Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 1-Year Est. Return

L.M. Kohn & Company's PALC Position: Q3 2025 in Review

L.M. Kohn & Company sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q3 2025, closing a stake of 7,775 shares — an estimated $384K sold.

L.M. Kohn & Company first reported a position in PALC in Q2 2024 and held it in 5 quarters. The position peaked at $384K in Q2 2025. 67 funds tracked by Wall St. Rank hold PALC as of Q3 2025.

  • L.M. Kohn & Company reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q3 2025 after selling out during the quarter.
  • L.M. Kohn & Company sold 7,775 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q3 2025, an estimated $384K.
  • L.M. Kohn & Company first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q2 2024 and held it in 5 quarters.
  • L.M. Kohn & Company's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $384K in Q2 2025.
  • 67 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.