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

MBL Wealth’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
2022
Q3 		– Sell
-205,690
Closed -$7.12M – 170
2022
Q2 		$7.12M Buy
205,690
+47,628
+30% +$1.76M 1.78% 16
2022
Q1 		$6.24M Buy
+158,062
New +$6.21M 1.52% 19

Other funds holding PALC

CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PG
Prostatis Group Hanover, Maryland $391M AUM 20.37% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MBL Wealth's PALC Position: Q3 2022 in Review

MBL Wealth sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q3 2022, closing a stake of 205,690 shares — an estimated $7.12M sold.

MBL Wealth first reported a position in PALC in Q1 2022 and held it in 2 quarters. The position peaked at $7.12M in Q2 2022. 51 funds tracked by Wall St. Rank hold PALC as of Q3 2022.

  • MBL Wealth reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q3 2022 after selling out during the quarter.
  • MBL Wealth sold 205,690 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q3 2022, an estimated $7.12M.
  • MBL Wealth first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q1 2022 and held it in 2 quarters.
  • MBL Wealth's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $7.12M in Q2 2022.
  • 51 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q3 2022.

Based on MBL Wealth's 13F filing for Q3 2022, filed 12 Jan 2023.