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

Tradition 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
2023 Q4	–	Sell	-348	Closed	-$13K	–	1340
2023 Q3	$13K	Sell	348 -50	-13%	-$1.92K	﹤0.01%	955
2023 Q2	$15K	Hold	398	–	–	﹤0.01%	949
2023 Q1	$14K	Buy	+398	New	+$13.6K	﹤0.01%	913

Other funds holding PALC

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

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

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

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

CWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Tradition Wealth Management's PALC Position: Q4 2023 in Review

Tradition Wealth Management sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q4 2023, closing a stake of 348 shares — an estimated $13K sold.

Tradition Wealth Management first reported a position in PALC in Q1 2023 and held it in 3 quarters. The position peaked at $15K in Q2 2023. 52 funds tracked by Wall St. Rank hold PALC as of Q4 2023.

Tradition Wealth Management reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 348 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q4 2023, an estimated $13K.
Tradition Wealth Management first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q1 2023 and held it in 3 quarters.
Tradition Wealth Management's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $15K in Q2 2023.
52 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.