PALC — PACER FDS TR

Ownership history in Centric Wealth Management  ·  9 quarters on record

This page tracks every 13F SEC filing in which Centric Wealth Management reported a position in PACER FDS TR (PALC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.64% (2023 Q4)
Avg. % of fund
2.43%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 188,703 -2,392 -1.3% 2.18% $10.3M $52.14
2025 Q3 REDUCED 191,095 -4,018 -2.1% 2.19% $9.8M $51.39
2025 Q2 ADDED 195,113 +3,048 +1.6% 2.36% $9.9M $48.91
2025 Q1 ADDED 192,065 +6,104 +3.3% 2.42% $9.2M $47.39
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    PALC price (monthly, adj. close)

Other funds also holding PALC

As of 2025 Q4 — sorted by position size

Lunt Capital Management, Inc. 5.2% Edge Financial Advisors LLC 2.18% Financial Enhancement Group LLC 3Y 7Y 1.7% ENZI WEALTH 3Y 1.33% Ergawealth Advisors, Inc. 0.94% Alpha Financial Partners, LLC 3Y 0.41% Financial Designs Corp 0.36% Geneos Wealth Management Inc. 3Y 0.31% LANDMARK WEALTH MANAGEMENT, INC. 0.29% Palumbo Wealth Management LLC 3Y 0.28%
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