Steward Partners Investment Advisory’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Steward Partners Investment Advisory’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
2026 Q2	$124K	Hold	2,081	–	–	﹤0.01%	2481
2026 Q1	$108K	Hold	2,081	–	–	﹤0.01%	2334
2025 Q4	$109K	Hold	2,081	–	–	﹤0.01%	2243
2025 Q3	$108K	Hold	2,081	–	–	﹤0.01%	2190
2025 Q2	$103K	Hold	2,081	–	–	﹤0.01%	2101
2025 Q1	$99.8K	Hold	2,081	–	–	﹤0.01%	2018
2024 Q4	$102K	Hold	2,081	–	–	﹤0.01%	1971
2024 Q3	$103K	Sell	2,081 -182	-8%	-$8.82K	﹤0.01%	1861
2024 Q2	$110K	Hold	2,263	–	–	﹤0.01%	1731
2024 Q1	$106K	Sell	2,263 -1,944	-46%	-$84.6K	﹤0.01%	1742
2023 Q4	$172K	Buy	4,207 +1,944	+86%	+$74.1K	﹤0.01%	1436
2023 Q3	$83.5K	Hold	2,263	–	–	﹤0.01%	1660
2023 Q2	$86.4K	Hold	2,263	–	–	﹤0.01%	1655
2023 Q1	$78.4K	Sell	2,263 -92,957	-98%	-$3.18M	﹤0.01%	1679
2022 Q4	$3.35M	Sell	95,220 -9,977	-9%	-$349K	0.06%	330
2022 Q3	$3.36M	Buy	105,197 +6,329	+6%	+$226K	0.06%	306
2022 Q2	$3.42M	Buy	98,868 +2,439	+3%	+$90.1K	0.06%	305
2022 Q1	$3.8M	Buy	96,429 +18,626	+24%	+$732K	0.06%	321
2021 Q4	$3.26M	Buy	77,803 +35,264	+83%	+$1.45M	0.05%	354
2021 Q3	$1.64M	Buy	42,539 +5,906	+16%	+$234K	0.03%	508
2021 Q2	$1.42M	Buy	+36,633	New	+$1.39M	0.02%	551

Other funds holding PALC

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

FEG

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

CWM

Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Steward Partners Investment Advisory's PALC Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) position steady in Q2 2026 at 2,081 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #2481.

Steward Partners Investment Advisory first reported a position in PALC in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.8M in Q1 2022. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

Steward Partners Investment Advisory held 2,081 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $124K as of Q2 2026.
Steward Partners Investment Advisory left its Pacer Lunt Large Cap Multi-Factor Alternator ETF share count unchanged in Q2 2026.
Pacer Lunt Large Cap Multi-Factor Alternator ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2481 holding.
Steward Partners Investment Advisory first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q2 2021 and has held it in 21 quarters since.
Steward Partners Investment Advisory's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $3.8M in Q1 2022.
76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.