PALC — PACER FDS TR

Ownership history in ENZI WEALTH  ·  13 quarters on record

This page tracks every 13F SEC filing in which ENZI WEALTH 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
6.03% (2023 Q2)
Avg. % of fund
4.42%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 69,308 -191,124 -73.4% 1.33% $3.8M $52.14
2025 Q3 ADDED 260,432 +2,665 +1.0% 4.65% $13.2M $51.39
2025 Q2 ADDED 257,767 +875 +0.3% 4.66% $12.7M $48.91
2025 Q1 ADDED 256,892 +6,491 +2.6% 4.82% $11.9M $47.39
9 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% Centric Wealth Management 3Y 7Y 2.18% Financial Enhancement Group LLC 3Y 7Y 1.7% 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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