Realta Investment Advisors’s Pacer Lunt MidCap Multi-Factor Alternator ETF PAMC Stock Holding History

Realta Investment Advisors’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
2024 Q3	–	Sell	-750	Closed	-$33K	–	642
2024 Q2	$33K	Buy	750 +50	+7%	+$2.22K	0.01%	573
2024 Q1	$32K	Buy	+700	New	+$28.5K	0.01%	596
2023 Q4	–	Sell	-690	Closed	-$24.5K	–	674
2023 Q3	$24.5K	Hold	690	–	–	0.01%	590
2023 Q2	$24.5K	Buy	+690	New	+$23.2K	0.01%	634

Other funds holding PAMC

LCM

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CWM

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

GWM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

EFA

Edge Financial Advisors Wheaton, Illinois $238M AUM 17.31% 1-Year Est. Return

Realta Investment Advisors's PAMC Position: Q3 2024 in Review

Realta Investment Advisors sold out of Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) in Q3 2024, closing a stake of 750 shares — an estimated $33K sold.

Realta Investment Advisors first reported a position in PAMC in Q2 2023 and held it in 4 quarters. The position peaked at $33K in Q2 2024. 29 funds tracked by Wall St. Rank hold PAMC as of Q3 2024.

Realta Investment Advisors reported no remaining Pacer Lunt MidCap Multi-Factor Alternator ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 750 Pacer Lunt MidCap Multi-Factor Alternator ETF shares in Q3 2024, an estimated $33K.
Realta Investment Advisors first reported a position in Pacer Lunt MidCap Multi-Factor Alternator ETF in Q2 2023 and held it in 4 quarters.
Realta Investment Advisors's Pacer Lunt MidCap Multi-Factor Alternator ETF position peaked at $33K in Q2 2024.
29 funds tracked by Wall St. Rank held Pacer Lunt MidCap Multi-Factor Alternator ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.