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

Sunbelt 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
2023
Q3 		– Sell
-98
Closed -$3.73K – 1809
2023
Q2 		$3.73K Sell
98
-2
-2% -$71 ﹤0.01% 1380
2023
Q1 		$3.42K Buy
+100
New +$3.42K ﹤0.01% 1363

Other funds holding PALC

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 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
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return
CG
Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sunbelt Securities's PALC Position: Q3 2023 in Review

Sunbelt Securities sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q3 2023, closing a stake of 98 shares — an estimated $3.73K sold.

Sunbelt Securities first reported a position in PALC in Q1 2023 and held it in 2 quarters. The position peaked at $3.73K in Q2 2023. 48 funds tracked by Wall St. Rank hold PALC as of Q3 2023.

  • Sunbelt Securities reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q3 2023 after selling out during the quarter.
  • Sunbelt Securities sold 98 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q3 2023, an estimated $3.73K.
  • Sunbelt Securities first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q1 2023 and held it in 2 quarters.
  • Sunbelt Securities's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $3.73K in Q2 2023.
  • 48 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q3 2023.

Based on Sunbelt Securities's 13F filing for Q3 2023, filed 11 Dec 2023.