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

Waverly 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
2026
Q2 		$1.68M Buy
28,192
+3,335
+13% +$186K 0.01% 735
2026
Q1 		$1.29M Buy
24,857
+3,593
+17% +$194K 0.01% 757
2025
Q4 		$1.11M Buy
21,264
+1,656
+8% +$85.5K 0.01% 728
2025
Q3 		$1.02M Buy
19,608
+1,217
+7% +$61.5K 0.01% 636
2025
Q2 		$909K Buy
18,391
+3,852
+26% +$182K 0.01% 640
2025
Q1 		$697K Buy
14,539
+3,629
+33% +$181K 0.01% 693
2024
Q4 		$537K Buy
10,910
+601
+6% +$30.5K 0.01% 665
2024
Q3 		$511K Sell
10,309
-3,507
-25% -$170K 0.01% 581
2024
Q2 		$672K Buy
13,816
+3,975
+40% +$185K 0.01% 510
2024
Q1 		$459K Buy
9,841
+880
+10% +$38.3K 0.01% 497
2023
Q4 		$367K Buy
8,961
+12
+0.1% +$457 0.01% 337
2023
Q3 		$330K Buy
8,949
+481
+6% +$18.5K 0.01% 310
2023
Q2 		$323K Sell
8,468
-158
-2% -$5.62K 0.01% 292
2023
Q1 		$299K Buy
8,626
+1,381
+19% +$47.2K 0.02% 236
2022
Q4 		$255K Buy
7,245
+124
+2% +$4.33K 0.01% 235
2022
Q3 		$227K Sell
7,121
-6,393
-47% -$228K 0.02% 218
2022
Q2 		$468K Buy
13,514
+6,950
+106% +$257K 0.04% 134
2022
Q1 		$259K Buy
6,564
+368
+6% +$14.5K 0.02% 169
2021
Q4 		$244K Buy
+6,196
New +$255K 0.02% 180

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

Waverly Advisors's PALC Position: Q2 2026 in Review

Waverly Advisors increased its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 13% in Q2 2026, buying an estimated $186K and bringing the position to 28,192 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #735.

Waverly Advisors first reported a position in PALC in Q4 2021 and has held it in 19 quarters since. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

  • Waverly Advisors held 28,192 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $1.68M as of Q2 2026.
  • Waverly Advisors bought 3,335 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $186K.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #735 holding.
  • Waverly Advisors first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q4 2021 and has held it in 19 quarters since.
  • 76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.