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

Leavell 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
2026
Q2 		$305K Sell
5,104
-748
-13% -$41.6K 0.01% 532
2026
Q1 		$303K Sell
5,852
-150
-2% -$8.1K 0.01% 518
2025
Q4 		$315K Sell
6,002
-3,761
-39% -$194K 0.01% 490
2025
Q3 		$505K Sell
9,763
-10,864
-53% -$549K 0.02% 409
2025
Q2 		$1.02M Sell
20,627
-10,714
-34% -$506K 0.05% 298
2025
Q1 		$1.5M Sell
31,341
-3,175
-9% -$158K 0.07% 236
2024
Q4 		$1.71M Buy
34,516
+217
+0.6% +$11K 0.08% 217
2024
Q3 		$1.7M Buy
34,299
+4,977
+17% +$241K 0.08% 220
2024
Q2 		$1.43M Buy
29,322
+5,088
+21% +$236K 0.08% 219
2024
Q1 		$1.13M Buy
24,234
+6,886
+40% +$300K 0.07% 249
2023
Q4 		$713K Sell
17,348
-786
-4% -$30K 0.05% 294
2023
Q3 		$669K Buy
18,134
+2,800
+18% +$108K 0.05% 296
2023
Q2 		$585K Buy
15,334
+5,555
+57% +$198K 0.04% 312
2023
Q1 		$339K Sell
9,779
-2,005
-17% -$68.5K 0.02% 369
2022
Q4 		$414K Buy
11,784
+1,770
+18% +$61.8K 0.03% 337
2022
Q3 		$319K Hold
10,014
– – 0.03% 362
2022
Q2 		$347K Buy
10,014
+2,604
+35% +$96.2K 0.03% 358
2022
Q1 		$292K Buy
+7,410
New +$291K 0.02% 370

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

Leavell Investment Management's PALC Position: Q2 2026 in Review

Leavell Investment Management reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 13% in Q2 2026, selling an estimated $41.6K and leaving 5,104 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #532.

Leavell Investment Management first reported a position in PALC in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.71M in Q4 2024. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

  • Leavell Investment Management held 5,104 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $305K as of Q2 2026.
  • Leavell Investment Management sold 748 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $41.6K.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #532 holding.
  • Leavell Investment Management first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q1 2022 and has held it in 18 quarters since.
  • Leavell Investment Management's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $1.71M 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 Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.