Silver Oak Securities’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Silver Oak Securities’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
2025 Q3	–	Sell	-58,445	Closed	-$2.89M	–	804
2025 Q2	$2.89M	Buy	58,445 +53	+0.1%	+$2.5K	0.23%	92
2025 Q1	$2.78M	Buy	58,392 +6,494	+13%	+$324K	0.26%	83
2024 Q4	$2.55M	Buy	51,898 +3,725	+8%	+$189K	0.24%	93
2024 Q3	$2.38M	Buy	48,173 +40,620	+538%	+$1.97M	0.25%	90
2024 Q2	$367K	Sell	7,553 -1,568	-17%	-$72.8K	0.06%	258
2024 Q1	$425K	Sell	9,121 -31,288	-77%	-$1.36M	0.07%	246
2023 Q4	$1.66M	Buy	40,409 +27,364	+210%	+$1.04M	0.22%	102
2023 Q3	$481K	Sell	13,045 -30,111	-70%	-$1.16M	0.1%	167
2023 Q2	$1.65M	Buy	43,156 +5,605	+15%	+$200K	0.26%	86
2023 Q1	$1.3M	Buy	37,551 +26,462	+239%	+$904K	0.21%	89
2022 Q4	$390K	Sell	11,089 -1,956	-15%	-$68.3K	0.07%	195
2022 Q3	$481K	Buy	+13,045	New	+$466K	0.1%	167

Other funds holding PALC

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LCM

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

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

FEG

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

CWM

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

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

Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return

Silver Oak Securities's PALC Position: Q3 2025 in Review

Silver Oak Securities sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q3 2025, closing a stake of 58,445 shares — an estimated $2.89M sold.

Silver Oak Securities first reported a position in PALC in Q3 2022 and held it in 12 quarters. The position peaked at $2.89M in Q2 2025. 67 funds tracked by Wall St. Rank hold PALC as of Q3 2025.

Silver Oak Securities reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q3 2025 after selling out during the quarter.
Silver Oak Securities sold 58,445 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q3 2025, an estimated $2.89M.
Silver Oak Securities first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q3 2022 and held it in 12 quarters.
Silver Oak Securities's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $2.89M in Q2 2025.
67 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q3 2025.

Based on Silver Oak Securities's 13F filing for Q3 2025, filed 21 Oct 2025.