WBI Investments’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

WBI Investments’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 Q1	$687K	Buy	+13,256	New	+$716K	0.19%	152
2025 Q1	–	Sell	-48,162	Closed	-$2.37M	–	283
2024 Q4	$2.37M	Buy	48,162 +2,598	+6%	+$132K	0.59%	49
2024 Q3	$2.26M	Buy	45,564 +3,916	+9%	+$190K	0.54%	48
2024 Q2	$2.03M	Sell	41,648 -1,757	-4%	-$81.6K	0.49%	60
2024 Q1	$2.02M	Sell	43,405 -10,376	-19%	-$451K	0.42%	62
2023 Q4	$2.2M	Sell	53,781 -4,845	-8%	-$185K	0.44%	60
2023 Q3	$2.16M	Sell	58,626 -394	-0.7%	-$15.1K	0.44%	70
2023 Q2	$2.25M	Buy	59,020 +9,606	+19%	+$342K	0.41%	73
2023 Q1	$1.71M	Sell	49,414 -5,825	-11%	-$199K	0.34%	79
2022 Q4	$1.94M	Buy	55,239 +10,190	+23%	+$356K	0.42%	64
2022 Q3	$1.4M	Buy	45,049 +7,676	+21%	+$274K	0.41%	44
2022 Q2	$1.27M	Buy	+37,373	New	+$1.38M	0.27%	60

Other funds holding PALC

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

CWM

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

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

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WBI Investments's PALC Position: Q1 2026 in Review

WBI Investments opened a new position in Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q1 2026: 13,256 shares worth $687K. The stake represents 0.19% of the portfolio and ranks #152 among its holdings. This is a return to the name: WBI Investments previously reported a position in PALC as recently as Q4 2024.

WBI Investments first reported a position in PALC in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.37M in Q4 2024. 75 funds tracked by Wall St. Rank hold PALC as of Q1 2026.

WBI Investments held 13,256 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $687K as of Q1 2026.
Pacer Lunt Large Cap Multi-Factor Alternator ETF was a new WBI Investments position in Q1 2026.
Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.19% of WBI Investments's portfolio in Q1 2026, its #152 holding.
WBI Investments first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q2 2022 and has held it in 12 quarters since.
WBI Investments's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $2.37M in Q4 2024.
75 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.