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

Visionary 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
2024 Q1	–	Sell	-13,734	Closed	-$563K	–	493
2023 Q4	$563K	Sell	13,734 -15,687	-53%	-$598K	0.04%	297
2023 Q3	$1.09M	Sell	29,421 -20,625	-41%	-$793K	0.09%	199
2023 Q2	$1.91M	Sell	50,046 -23,497	-32%	-$836K	0.15%	145
2023 Q1	$2.55M	Sell	73,543 -90	-0.1%	-$3.08K	0.22%	109
2022 Q4	$2.59M	Buy	73,633 +8,735	+13%	+$305K	0.24%	100
2022 Q3	$2.07M	Buy	64,898 +13,075	+25%	+$467K	0.22%	106
2022 Q2	$1.79M	Buy	51,823 +27,155	+110%	+$1M	0.16%	125
2022 Q1	$973K	Buy	24,668 +11,180	+83%	+$439K	0.08%	183
2021 Q4	$566K	Buy	13,488 +5,039	+60%	+$208K	0.05%	214
2021 Q3	$325K	Buy	+8,449	New	+$335K	0.03%	240

Other funds holding PALC

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 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

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

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

CWM

Centric Wealth Management Chicago, Illinois $501M AUM 15.27% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Visionary Wealth Advisors's PALC Position: Q1 2024 in Review

Visionary Wealth Advisors sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q1 2024, closing a stake of 13,734 shares — an estimated $563K sold.

Visionary Wealth Advisors first reported a position in PALC in Q3 2021 and held it in 10 quarters. The position peaked at $2.59M in Q4 2022. 55 funds tracked by Wall St. Rank hold PALC as of Q1 2024.

Visionary Wealth Advisors reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q1 2024 after selling out during the quarter.
Visionary Wealth Advisors sold 13,734 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q1 2024, an estimated $563K.
Visionary Wealth Advisors first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q3 2021 and held it in 10 quarters.
Visionary Wealth Advisors's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $2.59M in Q4 2022.
55 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2024.

Based on Visionary Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.