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U.S. Capital Wealth Advisors’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

U.S. Capital Wealth Advisors’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
-435
Closed -$15.3K – 1248
2022
Q4 		$15.3K Buy
+435
New +$15.2K ﹤0.01% 1169

Other funds holding PALC

GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $316M AUM 31.9% 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
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

U.S. Capital Wealth Advisors's PALC Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q1 2023, closing a stake of 435 shares — an estimated $15.3K sold.

U.S. Capital Wealth Advisors first reported a position in PALC in Q4 2022 and held it in 1 quarter. The position peaked at $15.3K in Q4 2022. 54 funds tracked by Wall St. Rank hold PALC as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 435 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2023, an estimated $15.3K.
  • U.S. Capital Wealth Advisors first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $15.3K 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 U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.