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Regal Investment Advisors’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Regal Investment 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 		– Sell
-8,576
Closed -$417K – 555
2024
Q2 		$417K Buy
+8,576
New +$398K 0.03% 388

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 $4.31B AUM 18.36% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Regal Investment Advisors's PALC Position: Q3 2024 in Review

Regal Investment Advisors sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q3 2024, closing a stake of 8,576 shares — an estimated $417K sold.

Regal Investment Advisors first reported a position in PALC in Q2 2024 and held it in 1 quarter. The position peaked at $417K in Q2 2024. 67 funds tracked by Wall St. Rank hold PALC as of Q3 2024.

  • Regal Investment Advisors reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 8,576 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q3 2024, an estimated $417K.
  • Regal Investment Advisors first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q2 2024 and held it in 1 quarter.
  • Regal Investment Advisors's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $417K in Q2 2024.
  • 67 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.