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

Palumbo 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 Q1	$1.14M	Hold	22,086	–	–	0.28%	63
2025 Q4	$1.15M	Buy	+22,086	New	+$1.14M	0.28%	66
2025 Q3	–	Sell	-21,035	Closed	-$1.04M	–	214
2025 Q2	$1.04M	Buy	21,035 +588	+3%	+$27.8K	0.32%	64
2025 Q1	$980K	Buy	20,447 +238	+1%	+$11.9K	0.33%	61
2024 Q4	$995K	Buy	20,209 +1,970	+11%	+$100K	0.37%	56
2024 Q3	$904K	Buy	18,239 +957	+6%	+$46.4K	0.35%	61
2024 Q2	$841K	Buy	17,282 +7,624	+79%	+$354K	0.36%	61
2024 Q1	$450K	Buy	9,658 +477	+5%	+$20.7K	0.2%	82
2023 Q4	$376K	Buy	9,181 +1,617	+21%	+$61.6K	0.19%	89
2023 Q3	$279K	Buy	7,564 +1,340	+22%	+$51.5K	0.15%	93
2023 Q2	$238K	Buy	+6,224	New	+$222K	0.15%	92

Other funds holding PALC

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Northwestern Mutual Wealth Management

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return