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

Unified Investment 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
2026
Q2 		$616K Buy
10,314
+1
+0% +$56 0.57% 61
2026
Q1 		$534K Buy
10,313
+1
+0% +$54 0.55% 67
2025
Q4 		$539K Hold
10,312
– – 0.54% 67
2025
Q3 		$534K Sell
10,312
-1,537
-13% -$77.6K 0.53% 69
2025
Q2 		$585K Buy
11,849
+1
+0% +$47 0.63% 61
2025
Q1 		$568K Sell
11,848
-449
-4% -$22.4K 0.67% 54
2024
Q4 		$605K Buy
+12,297
New +$624K 0.69% 53

Other funds holding PALC

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CWM
Centric Wealth Management Chicago, Illinois $643M AUM 21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Unified Investment Management's PALC Position: Q2 2026 in Review

Unified Investment Management increased its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 0.01% in Q2 2026, buying an estimated $56 and bringing the position to 10,314 shares worth $616K. The position accounts for 0.57% of the portfolio, ranked #61.

Unified Investment Management first reported a position in PALC in Q4 2024 and has held it in 7 quarters since. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

  • Unified Investment Management held 10,314 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $616K as of Q2 2026.
  • Unified Investment Management bought 1 Pacer Lunt Large Cap Multi-Factor Alternator ETF share in Q2 2026, an estimated $56.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.57% of Unified Investment Management's portfolio in Q2 2026, its #61 holding.
  • Unified Investment Management first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2024 and has held it in 7 quarters since.
  • 76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Unified Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.