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

World Investment 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 Q1	$1.85M	Sell	35,705 -7,596	-18%	-$410K	0.03%	506
2025 Q4	$2.26M	Sell	43,301 -19,972	-32%	-$1.03M	0.04%	433
2025 Q3	$3.28M	Sell	63,273 -449	-0.7%	-$22.7K	0.07%	298
2025 Q2	$3.15M	Sell	63,722 -1,331	-2%	-$62.8K	0.07%	289
2025 Q1	$3.12M	Sell	65,053 -750	-1%	-$37.4K	0.08%	275
2024 Q4	$3.24M	Buy	65,803 +4,840	+8%	+$246K	0.09%	258
2024 Q3	$3.02M	Buy	60,963 +7,819	+15%	+$379K	0.1%	235
2024 Q2	$2.58M	Buy	53,144 +5,241	+11%	+$243K	0.16%	134
2024 Q1	$2.23M	Buy	+47,903	New	+$2.08M	0.32%	77

Other funds holding PALC

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return

Cambridge Investment Research Advisors

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

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

Northwestern Mutual Wealth Management

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return