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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
Q2 		$406K Buy
6,796
+1,659
+32% +$92.3K 0.04% 352
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 $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

Maridea Wealth Management's PALC Position: Q2 2026 in Review

Maridea Wealth Management increased its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 32% in Q2 2026, buying an estimated $92.3K and bringing the position to 6,796 shares worth $406K. The position accounts for 0.04% of the portfolio, ranked #352.

Maridea Wealth Management first reported a position in PALC in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.2M in Q4 2024. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

  • Maridea Wealth Management held 6,796 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $406K as of Q2 2026.
  • Maridea Wealth Management bought 1,659 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $92.3K.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.04% of Maridea Wealth Management's portfolio in Q2 2026, its #352 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 3 quarters since.
  • Maridea Wealth Management's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $1.2M 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 Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.