Summit Financial’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

Summit Financial’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	$1.85M	Buy	+30,891	New	+$1.72M	0.02%	655

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

Summit Financial's PALC Position: Q2 2026 in Review

Summit Financial opened a new position in Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q2 2026: 30,891 shares worth $1.85M. The stake represents 0.02% of the portfolio and ranks #655 among its holdings.

76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

Summit Financial held 30,891 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $1.85M as of Q2 2026.
Pacer Lunt Large Cap Multi-Factor Alternator ETF was a new Summit Financial position in Q2 2026.
Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.02% of Summit Financial's portfolio in Q2 2026, its #655 holding.
76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.