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Raymond James Financial Services Advisors’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$4.4M Buy
88,735
+31,480
+55% +$1.53M 0.01% 1291
2024
Q2 		$2.78M Buy
57,255
+4,803
+9% +$223K ﹤0.01% 1481
2024
Q1 		$2.45M Buy
52,452
+4,174
+9% +$182K ﹤0.01% 1547
2023
Q4 		$1.98M Sell
48,278
-3,763
-7% -$143K ﹤0.01% 1581
2023
Q3 		$1.92M Buy
52,041
+11,993
+30% +$461K ﹤0.01% 1524
2023
Q2 		$1.53M Buy
40,048
+7,965
+25% +$284K ﹤0.01% 1674
2023
Q1 		$1.11M Sell
32,083
-14,418
-31% -$493K ﹤0.01% 1839
2022
Q4 		$1.63M Buy
46,501
+8,509
+22% +$297K ﹤0.01% 1556
2022
Q3 		$1.21M Sell
37,992
-38,010
-50% -$1.36M ﹤0.01% 1706
2022
Q2 		$2.63M Sell
76,002
-1,910
-2% -$70.6K 0.01% 1297
2022
Q1 		$3.07M Buy
77,912
+12,051
+18% +$474K 0.01% 1255
2021
Q4 		$2.76M Buy
65,861
+45,868
+229% +$1.89M 0.01% 1334
2021
Q3 		$769K Buy
+19,993
New +$792K ﹤0.01% 2128

Other funds holding PALC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Raymond James Financial Services Advisors's PALC Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 55% in Q3 2024, buying an estimated $1.53M and bringing the position to 88,735 shares worth $4.4M. The position accounts for 0.01% of the portfolio, ranked #1291.

Raymond James Financial Services Advisors first reported a position in PALC in Q3 2021 and has held it in 13 quarters since. 67 funds tracked by Wall St. Rank hold PALC as of Q3 2024.

  • Raymond James Financial Services Advisors held 88,735 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $4.4M as of Q3 2024.
  • Raymond James Financial Services Advisors bought 31,480 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q3 2024, an estimated $1.53M.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1291 holding.
  • Raymond James Financial Services Advisors first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q3 2021 and has held it in 13 quarters since.
  • 67 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.