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 Q2	$887K	Buy	14,851 +1,595	+12%	+$88.7K	0.22%	119
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 $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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WBI Investments's PALC Position: Q2 2026 in Review

WBI Investments increased its Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) stake by 12% in Q2 2026, buying an estimated $88.7K and bringing the position to 14,851 shares worth $887K. The position accounts for 0.22% of the portfolio, ranked #119.

WBI Investments first reported a position in PALC in Q2 2022 and has held it in 13 quarters since. The position peaked at $2.37M in Q4 2024. 76 funds tracked by Wall St. Rank hold PALC as of Q2 2026.

WBI Investments held 14,851 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $887K as of Q2 2026.
WBI Investments bought 1,595 Pacer Lunt Large Cap Multi-Factor Alternator ETF shares in Q2 2026, an estimated $88.7K.
Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.22% of WBI Investments's portfolio in Q2 2026, its #119 holding.
WBI Investments first reported a position in Pacer Lunt Large Cap Multi-Factor Alternator ETF in Q2 2022 and has held it in 13 quarters since.
WBI Investments's Pacer Lunt Large Cap Multi-Factor Alternator ETF position peaked at $2.37M in Q4 2024.
76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.