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

Maridea 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
2026
Q1 		$266K Buy
+5,137
New +$277K 0.04% 372
2025
Q1 		– Sell
-24,341
Closed -$1.2M – 260
2024
Q4 		$1.2M Buy
+24,341
New +$1.24M 0.39% 44

Other funds holding PALC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Maridea Wealth Management's PALC Position: Q1 2026 in Review

Maridea Wealth Management opened a new position in Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q1 2026: 5,137 shares worth $266K. The stake represents 0.04% of the portfolio and ranks #372 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in PALC as recently as Q4 2024.

Maridea Wealth Management first reported a position in PALC in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.2M in Q4 2024. 75 funds tracked by Wall St. Rank hold PALC as of Q1 2026.

  • Maridea Wealth Management held 5,137 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $266K as of Q1 2026.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF was a new Maridea Wealth Management position in Q1 2026.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.04% of Maridea Wealth Management's portfolio in Q1 2026, its #372 holding.
  • Maridea Wealth Management first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2024 and has held it in 2 quarters since.
  • Maridea Wealth Management's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $1.2M in Q4 2024.
  • 75 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.