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 Q3	$555K	Buy	10,316 +2	+0%	+$114	0.49%	70
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

FEG

Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return

Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

MGI

Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return

BWM

Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Unified Investment Management's PALC Position: Q3 2026 in Review

Unified Investment Management increased its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 0.02% in Q3 2026, buying an estimated $114 and bringing the position to 10,316 shares worth $555K. The position accounts for 0.49% of the portfolio, ranked #70.

Unified Investment Management first reported a position in PALC in Q4 2024 and has held it in 8 quarters since. The position peaked at $616K in Q2 2026. 8 funds tracked by Wall St. Rank hold PALC as of Q3 2026.

Unified Investment Management held 10,316 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $555K as of Q3 2026.
Unified Investment Management bought 2 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q3 2026, an estimated $114.
Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.49% of Unified Investment Management's portfolio in Q3 2026, its #70 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 8 quarters since.
Unified Investment Management's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $616K in Q2 2026.
8 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q3 2026.

Based on Unified Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.