American Planning Services’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

American Planning Services’s Portfolio ALTL Stock Details ALTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-8,575	Closed	-$347K	–	30
2022 Q4	$347K	Buy	8,575 +8,566	+95,178%	+$337K	0.35%	16
2022 Q3	$339	Buy	+9	New	+$371	0.42%	14

Other funds holding ALTL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

LFGH

Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

American Planning Services's ALTL Position: Q1 2023 in Review

American Planning Services sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q1 2023, closing a stake of 8,575 shares — an estimated $347K sold.

American Planning Services first reported a position in ALTL in Q3 2022 and held it in 2 quarters. The position peaked at $347K in Q4 2022. 96 funds tracked by Wall St. Rank hold ALTL as of Q1 2023.

American Planning Services reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q1 2023 after selling out during the quarter.
American Planning Services sold 8,575 Pacer Lunt Large Cap Alternator ETF shares in Q1 2023, an estimated $347K.
American Planning Services first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2022 and held it in 2 quarters.
American Planning Services's Pacer Lunt Large Cap Alternator ETF position peaked at $347K in Q4 2022.
96 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2023.

Based on American Planning Services's 13F filing for Q1 2023, filed 8 May 2023.