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James T. Borello RIA’s Pacer Lunt Large Cap Multi-Factor Alternator ETF PALC Stock Holding History

James T. Borello RIA’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
Q3 		$69.1K Buy
+1,284
New +$73K 0.01% 210

Other funds holding PALC

Financial Enhancement Group
Financial Enhancement Group Anderson, Indiana $871M AUM 12.19% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
EW
Enzi Wealth Austin, Texas $334M AUM 23.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CWM
Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return
UIM
Unified Investment Management Atlanta, Georgia $114M AUM 22.27% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

James T. Borello RIA's PALC Position: Q3 2026 in Review

James T. Borello RIA opened a new position in Pacer Lunt Large Cap Multi-Factor Alternator ETF (PALC) in Q3 2026: 1,284 shares worth $69.1K. The stake represents 0.01% of the portfolio and ranks #210 among its holdings.

11 funds tracked by Wall St. Rank hold PALC as of Q3 2026.

  • James T. Borello RIA held 1,284 shares of Pacer Lunt Large Cap Multi-Factor Alternator ETF worth $69.1K as of Q3 2026.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF was a new James T. Borello RIA position in Q3 2026.
  • Pacer Lunt Large Cap Multi-Factor Alternator ETF made up 0.01% of James T. Borello RIA's portfolio in Q3 2026, its #210 holding.
  • 11 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Multi-Factor Alternator ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.