Tradition Wealth Management’s Pacer Lunt MidCap Multi-Factor Alternator ETF PAMC Stock Holding History

Tradition Wealth Management’s Portfolio PAMC Stock Details PAMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-3,144	Closed	-$117K	–	945
2023 Q4	$117K	Sell	3,144 -250	-7%	-$8.7K	0.01%	426
2023 Q3	$117K	Sell	3,394 -3,185	-48%	-$112K	0.01%	402
2023 Q2	$233K	Sell	6,579 -1,013	-13%	-$34K	0.03%	285
2023 Q1	$252K	Buy	+7,592	New	+$255K	0.03%	265

Other funds holding PAMC

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Clarus Group Houston, Texas $279M AUM 16.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tradition Wealth Management's PAMC Position: Q1 2024 in Review

Tradition Wealth Management sold out of Pacer Lunt MidCap Multi-Factor Alternator ETF (PAMC) in Q1 2024, closing a stake of 3,144 shares — an estimated $117K sold.

Tradition Wealth Management first reported a position in PAMC in Q1 2023 and held it in 4 quarters. The position peaked at $252K in Q1 2023. 23 funds tracked by Wall St. Rank hold PAMC as of Q1 2024.

Tradition Wealth Management reported no remaining Pacer Lunt MidCap Multi-Factor Alternator ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 3,144 Pacer Lunt MidCap Multi-Factor Alternator ETF shares in Q1 2024, an estimated $117K.
Tradition Wealth Management first reported a position in Pacer Lunt MidCap Multi-Factor Alternator ETF in Q1 2023 and held it in 4 quarters.
Tradition Wealth Management's Pacer Lunt MidCap Multi-Factor Alternator ETF position peaked at $252K in Q1 2023.
23 funds tracked by Wall St. Rank held Pacer Lunt MidCap Multi-Factor Alternator ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.