VisionPoint Advisory Group’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

VisionPoint Advisory Group’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 Q3	–	Sell	-180	Closed	-$8.76K	–	614
2024 Q2	$8.76K	Hold	180	–	–	﹤0.01%	506
2024 Q1	$8.39K	Hold	180	–	–	﹤0.01%	481
2023 Q4	$7.38K	Buy	+180	New	+$6.86K	﹤0.01%	445
2023 Q3	–	Sell	-180	Closed	-$6.87K	–	789
2023 Q2	$6.87K	Buy	+180	New	+$6.41K	﹤0.01%	429

Other funds holding PALC

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

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

Enzi Wealth Austin, Texas $316M AUM 31.9% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

CWM

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

VisionPoint Advisory Group's PALC Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q3 2024, closing a stake of 180 shares — an estimated $8.76K sold.

VisionPoint Advisory Group first reported a position in PALC in Q2 2023 and held it in 4 quarters. The position peaked at $8.76K in Q2 2024. 67 funds tracked by Wall St. Rank hold PALC as of Q3 2024.

VisionPoint Advisory Group reported no remaining Pacer Lunt Large Cap Multi-Factor Alternator ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 180 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q3 2024, an estimated $8.76K.
VisionPoint Advisory Group first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q2 2023 and held it in 4 quarters.
VisionPoint Advisory Group's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $8.76K in Q2 2024.
67 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.