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Orion Portfolio Solutions’s Pacer Lunt MidCap Multi-Factor Alternator ETF PAMC Stock Holding History

Orion Portfolio Solutions’s Portfolio PAMC Stock Details PAMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-17,896
Closed -$561K – 1594
2022
Q4 		$561K Hold
17,896
– – 0.02% 462
2022
Q3 		$499K Sell
17,896
-1,779
-9% -$55.4K 0.02% 421
2022
Q2 		$586K Buy
19,675
+53
+0.3% +$1.71K 0.02% 362
2022
Q1 		$694K Buy
19,622
+4,678
+31% +$161K 0.02% 342
2021
Q4 		$540K Buy
+14,944
New +$541K 0.02% 406

Other funds holding PAMC

CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Orion Portfolio Solutions's PAMC Position: Q1 2023 in Review

Orion Portfolio Solutions sold out of Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) in Q1 2023, closing a stake of 17,896 shares — an estimated $561K sold.

Orion Portfolio Solutions first reported a position in PAMC in Q4 2021 and held it in 5 quarters. The position peaked at $694K in Q1 2022. 23 funds tracked by Wall St. Rank hold PAMC as of Q1 2023.

  • Orion Portfolio Solutions reported no remaining Pacer Lunt MidCap Multi-Factor Alternator ETF position as of Q1 2023 after selling out during the quarter.
  • Orion Portfolio Solutions sold 17,896 Pacer Lunt MidCap Multi-Factor Alternator ETF shares in Q1 2023, an estimated $561K.
  • Orion Portfolio Solutions first reported a position in Pacer Lunt MidCap Multi-Factor Alternator ETF in Q4 2021 and held it in 5 quarters.
  • Orion Portfolio Solutions's Pacer Lunt MidCap Multi-Factor Alternator ETF position peaked at $694K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held Pacer Lunt MidCap Multi-Factor Alternator ETF as of Q1 2023.

Based on Orion Portfolio Solutions's 13F filing for Q1 2023, filed 15 May 2023.