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

Triumph Capital 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 Q1	–	Sell	-10,136	Closed	-$356K	–	220
2022 Q4	$356K	Buy	10,136 +1,412	+16%	+$49.3K	0.19%	119
2022 Q3	$278K	Buy	8,724 +1,998	+30%	+$71.3K	0.15%	137
2022 Q2	$233K	Buy	6,726 +320	+5%	+$11.8K	0.12%	167
2022 Q1	$253K	Buy	+6,406	New	+$252K	0.11%	182

Other funds holding PALC

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Enzi Wealth Austin, Texas $316M AUM 31.9% 1-Year Est. Return

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

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

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

CAN

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

M1FG

Mach-1 Financial Group Rogers, Arkansas $284M AUM 20.71% 1-Year Est. Return

AFP

Alpha Financial Partners Lexington, Kentucky $169M AUM 18.4% 1-Year Est. Return

Triumph Capital Management's PALC Position: Q1 2023 in Review

Triumph Capital Management sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q1 2023, closing a stake of 10,136 shares — an estimated $356K sold.

Triumph Capital Management first reported a position in PALC in Q1 2022 and held it in 4 quarters. The position peaked at $356K in Q4 2022. 54 funds tracked by Wall St. Rank hold PALC as of Q1 2023.

Triumph Capital Management reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q1 2023 after selling out during the quarter.
Triumph Capital Management sold 10,136 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2023, an estimated $356K.
Triumph Capital Management first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q1 2022 and held it in 4 quarters.
Triumph Capital Management's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $356K in Q4 2022.
54 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2023.

Based on Triumph Capital Management's 13F filing for Q1 2023, filed 8 May 2023.