LWM
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Lionsbridge Wealth Management’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Lionsbridge Wealth 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
2024
Q4 		– Sell
-34,023
Closed -$1.69M – 70
2024
Q3 		$1.69M Buy
+34,023
New +$1.65M 1.33% 28

Other funds holding PALC

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
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 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

Lionsbridge Wealth Management's PALC Position: Q4 2024 in Review

Lionsbridge Wealth Management sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q4 2024, closing a stake of 34,023 shares — an estimated $1.69M sold.

Lionsbridge Wealth Management first reported a position in PALC in Q3 2024 and held it in 1 quarter. The position peaked at $1.69M in Q3 2024. 80 funds tracked by Wall St. Rank hold PALC as of Q4 2024.

  • Lionsbridge Wealth Management reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q4 2024 after selling out during the quarter.
  • Lionsbridge Wealth Management sold 34,023 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q4 2024, an estimated $1.69M.
  • Lionsbridge Wealth Management first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q3 2024 and held it in 1 quarter.
  • Lionsbridge Wealth Management's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $1.69M in Q3 2024.
  • 80 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q4 2024.

Based on Lionsbridge Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.