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	$12.3K	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	$15.1K	Buy	+383,658	New	+$15.1M	10.32%	5

Other funds holding PALC

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Enzi Wealth Austin, Texas $288M AUM 23.38% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return

Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return

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

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

Alpha Financial Partners Lexington, Kentucky $169M AUM 18.4% 1-Year Est. Return