Burt Wealth Advisors PALC — PACER FDS TR

Ownership history in Burt Wealth Advisors  ·  8 quarters on record

AI Ownership Summary

Burt Wealth Advisors reported PACER FDS TR (PALC) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.63% in 2024 Q1. The latest visible filing shows PALC at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PALC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Burt Wealth Advisors's position in PACER FDS TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

PALC was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.63% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PALC stock page Burt Wealth Advisors fund profile Burt Wealth Advisors full holdings
How Burt Wealth Advisors held PALC — position size vs. price
% of Fund (quarterly)    PALC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 5.5% +2.4% ❌ 43,979 -2,565 -5.5% 0.56% $2.3M 2025-11-14 (Est.) $50.57
2025 Q2 ADDED — — — 46,544 +789 +1.7% 0.53% $2.3M 2025-07-09 $48.79
2025 Q1 REDUCED — — — 45,755 -2,040 -4.3% 0.55% $2.2M 2025-04-22 $45.53
2024 Q4 UNCHANGED — — — 47,795 — 0% 0.60% $2.4M 2025-02-06 $51.34
2024 Q3 UNCHANGED — — — 47,795 — 0% 0.58% $2.4M 2024-11-01 $48.56
2024 Q2 REDUCED 9.6% +2.0% ❌ 47,795 -5,092 -9.6% 0.61% $2.3M 2024-07-16 $49.21
2024 Q1 ADDED — — — 52,887 +4,235 +8.7% 0.63% $2.5M 2024-04-18 $43.52
2023 Q4 INITIATED — — — 48,652 — — 0.57% $2.0M 2024-02-01 $41.14

🏢 Other funds also holding PALC

As of 2026 Q1 — sorted by position size

Lunt Capital Management, Inc. 5.32% Centric Wealth Management 3Y 7Y 2.05% Financial Enhancement Group LLC 3Y 7Y 1.56% ENZI WEALTH 3Y 1.11% Ergawealth Advisors, Inc. 0.88% Unified Investment Management 0.55% Alpha Financial Partners LLC 3Y 0.33% LANDMARK WEALTH MANAGEMENT, INC. 0.29% Palumbo Wealth Management LLC 3Y 0.28% Geneos Wealth Management Inc. 3Y 0.27%

FAQ About Burt Wealth Advisors and PALC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Burt Wealth Advisors reported owning PALC?

Burt Wealth Advisors reported PALC across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PALC position in Burt Wealth Advisors's portfolio?

The largest reported portfolio weight for PALC was 0.63% in 2024 Q1.

What is the latest reported PALC position on this page?

The most recent filing on this page is 2025 Q3, when Burt Wealth Advisors reported 43,979 shares, equal to 0.56% of portfolio, with an estimated market value of $2.3M.

What does the chart on this PALC ownership page compare?

The chart compares Burt Wealth Advisors's quarterly PALC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Burt Wealth Advisors time their PALC position?

Based on 13F filing dates vs. subsequent PALC price moves, Burt Wealth Advisors correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on PALC relative to SPY over the holding period was -7.2%.

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