Next Level Wealth Planning
PALC icon

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

Next Level Wealth Planning’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
Q3 		$2.21K Buy
+41
New +$2.33K ﹤0.01% 449

Other funds holding PALC

Lunt Capital Management
Lunt Capital Management Holladay, Utah $263M AUM 6.88% 1-Year Est. Return
Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Enzi Wealth
Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Ergawealth Advisors
Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Next Level Wealth Planning's PALC Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q3 2026: 41 shares worth $2.21K. The stake represents ﹤0.01% of the portfolio and ranks #449 among its holdings.

33 funds tracked by Wall St. Rank hold PALC as of Q3 2026.

  • Next Level Wealth Planning held 41 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $2.21K as of Q3 2026.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF was a new Next Level Wealth Planning position in Q3 2026.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #449 holding.
  • 33 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.