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Sugarloaf Wealth Management’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$3.1K Buy
+63
New +$3.2K ﹤0.01% 605

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
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 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

Sugarloaf Wealth Management's PALC Position: Q4 2024 in Review

Sugarloaf Wealth Management opened a new position in Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q4 2024: 63 shares worth $3.1K. The stake represents ﹤0.01% of the portfolio and ranks #605 among its holdings.

80 funds tracked by Wall St. Rank hold PALC as of Q4 2024.

  • Sugarloaf Wealth Management held 63 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $3.1K as of Q4 2024.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF was a new Sugarloaf Wealth Management position in Q4 2024.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #605 holding.
  • 80 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.