Orion Portfolio Solutions’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$232K	Sell	4,836 -2,974	-38%	-$148K	﹤0.01%	1744
2024 Q4	$385K	Sell	7,810 -364	-4%	-$18.5K	﹤0.01%	1441
2024 Q3	$405K	Sell	8,174 -260	-3%	-$12.6K	﹤0.01%	1409
2024 Q2	$410K	Buy	+8,434	New	+$392K	﹤0.01%	1345
2023 Q2	–	Sell	-19,035	Closed	-$659K	–	1665
2023 Q1	$659K	Sell	19,035 -10,585	-36%	-$362K	0.01%	1039
2022 Q4	$1.04M	Hold	29,620	–	–	0.04%	297
2022 Q3	$945K	Buy	29,620 +7,847	+36%	+$280K	0.04%	278
2022 Q2	$754K	Sell	21,773 -213	-1%	-$7.87K	0.03%	304
2022 Q1	$867K	Sell	21,986 -3,414	-13%	-$134K	0.03%	290
2021 Q4	$1.06M	Buy	+25,400	New	+$1.05M	0.04%	258

Other funds holding PALC

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

Orion Portfolio Solutions's PALC Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 38% in Q1 2025, selling an estimated $148K and leaving 4,836 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1744.

Orion Portfolio Solutions first reported a position in PALC in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.06M in Q4 2021. 68 funds tracked by Wall St. Rank hold PALC as of Q1 2025.

Orion Portfolio Solutions held 4,836 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $232K as of Q1 2025.
Orion Portfolio Solutions sold 2,974 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2025, an estimated $148K.
Pacer Lunt Large Cap Multi-Factor Alternator ETF made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1744 holding.
Orion Portfolio Solutions first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2021 and has held it in 10 quarters since.
Orion Portfolio Solutions's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $1.06M in Q4 2021.
68 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.