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Lee Financial Group Hawaii’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Lee Financial Group Hawaii’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
Q1 		– Sell
-381,770
Closed -$13.4M – 37
2022
Q4 		$13.4M Sell
381,770
-5,352
-1% -$187K 13.2% 4
2022
Q3 		$12.3M Buy
387,122
+4,929
+1% +$176K 9.94% 5
2022
Q2 		$13.2M Sell
382,193
-1,465
-0.4% -$54.1K 12.91% 3
2022
Q1 		$15.1M Buy
+383,658
New +$15.1M 10.32% 5

Other funds holding PALC

GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 1-Year Est. Return
CG
Clarus Group Houston, Texas $295M AUM 20.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
AFP
Alpha Financial Partners Lexington, Kentucky $190M AUM 22.28% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Lee Financial Group Hawaii's PALC Position: Q1 2023 in Review

Lee Financial Group Hawaii sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q1 2023, closing a stake of 381,770 shares — an estimated $13.4M sold.

Lee Financial Group Hawaii first reported a position in PALC in Q1 2022 and held it in 4 quarters. The position peaked at $15.1M in Q1 2022. 55 funds tracked by Wall St. Rank hold PALC as of Q1 2023.

  • Lee Financial Group Hawaii reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q1 2023 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 381,770 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2023, an estimated $13.4M.
  • Lee Financial Group Hawaii first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q1 2022 and held it in 4 quarters.
  • Lee Financial Group Hawaii's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $15.1M in Q1 2022.
  • 55 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2023.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2023, filed 4 May 2023.