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

Trinity 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
Q3 		– Sell
-5,609
Closed -$214K – 45
2023
Q2 		$214K Buy
+5,609
New +$200K 0.13% 40
2022
Q2 		– Sell
-5,127
Closed -$202K – 38
2022
Q1 		$202K Buy
+5,127
New +$201K 0.14% 40

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

Trinity Wealth Management's PALC Position: Q3 2023 in Review

Trinity Wealth Management sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q3 2023, closing a stake of 5,609 shares — an estimated $214K sold.

Trinity Wealth Management first reported a position in PALC in Q1 2022 and held it in 2 quarters. The position peaked at $214K in Q2 2023. 48 funds tracked by Wall St. Rank hold PALC as of Q3 2023.

  • Trinity Wealth Management reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q3 2023 after selling out during the quarter.
  • Trinity Wealth Management sold 5,609 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q3 2023, an estimated $214K.
  • Trinity Wealth Management first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q1 2022 and held it in 2 quarters.
  • Trinity Wealth Management's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $214K 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 Trinity Wealth Management's 13F filing for Q3 2023, filed 11 Oct 2023.