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

Paragon Wealth Strategies’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
2022
Q2 		– Sell
-825,917
Closed -$32.6M – 43
2022
Q1 		$32.6M Buy
+825,917
New +$32.5M 8.53% 3

Other funds holding PALC

LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
CWAF
Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MW
MBL Wealth Charlotte, North Carolina $1.47B AUM 19.75% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Paragon Wealth Strategies's PALC Position: Q2 2022 in Review

Paragon Wealth Strategies sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q2 2022, closing a stake of 825,917 shares — an estimated $32.6M sold.

Paragon Wealth Strategies first reported a position in PALC in Q1 2022 and held it in 1 quarter. The position peaked at $32.6M in Q1 2022. 46 funds tracked by Wall St. Rank hold PALC as of Q2 2022.

  • Paragon Wealth Strategies reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q2 2022 after selling out during the quarter.
  • Paragon Wealth Strategies sold 825,917 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2022, an estimated $32.6M.
  • Paragon Wealth Strategies first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q1 2022 and held it in 1 quarter.
  • Paragon Wealth Strategies's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $32.6M in Q1 2022.
  • 46 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2022.

Based on Paragon Wealth Strategies's 13F filing for Q2 2022, filed 11 Jul 2022.