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 Q2	$1.27M	Sell	21,200 -886	-4%	-$49.3K	0.27%	67
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 $495B AUM 43.24% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

FEG

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Palumbo Wealth Management's PALC Position: Q2 2026 in Review

Palumbo Wealth Management reduced its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 4% in Q2 2026, selling an estimated $49.3K and leaving 21,200 shares worth $1.27M. The position accounts for 0.27% of the portfolio, ranked #67.

Palumbo Wealth Management first reported a position in PALC in Q2 2023 and has held it in 12 quarters since. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

Palumbo Wealth Management held 21,200 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $1.27M as of Q2 2026.
Palumbo Wealth Management sold 886 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $49.3K.
Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.27% of Palumbo Wealth Management's portfolio in Q2 2026, its #67 holding.
Palumbo Wealth Management first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q2 2023 and has held it in 12 quarters since.
76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.