Atria Investments’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Atria Investments’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
2026 Q1	$260K	Sell	5,930 -5,668	-49%	-$253K	﹤0.01%	1838
2025 Q4	$498K	Sell	11,598 -676	-6%	-$29.2K	0.01%	1448
2025 Q3	$521K	Sell	12,274 -150	-1%	-$6.04K	0.01%	1397
2025 Q2	$468K	Buy	12,424 +212	+2%	+$7.3K	0.01%	1461
2025 Q1	$425K	Buy	12,212 +267	+2%	+$9.8K	0.01%	1441
2024 Q4	$444K	Sell	11,945 -11	-0.1%	-$422	0.01%	1383
2024 Q3	$456K	Buy	11,956 +2,220	+23%	+$81.2K	0.01%	1376
2024 Q2	$336K	Buy	+9,736	New	+$336K	﹤0.01%	1521

Other funds holding ALTL

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MSL

MILLINGTON SECURITIES, LLC Red Bank, New Jersey $362M AUM

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Atria Investments's ALTL Position: Q1 2026 in Review

Atria Investments reduced its Pacer Lunt Large Cap Alternator ETF (ALTL) stake by 49% in Q1 2026, selling an estimated $253K and leaving 5,930 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1838.

Atria Investments first reported a position in ALTL in Q2 2024 and has held it in 8 quarters since. The position peaked at $521K in Q3 2025. 41 funds tracked by Wall St. Rank hold ALTL as of Q1 2026.

Atria Investments held 5,930 shares of Pacer Lunt Large Cap Alternator ETF worth $260K as of Q1 2026.
Atria Investments sold 5,668 Pacer Lunt Large Cap Alternator ETF shares in Q1 2026, an estimated $253K.
Pacer Lunt Large Cap Alternator ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1838 holding.
Atria Investments first reported a position in Pacer Lunt Large Cap Alternator ETF in Q2 2024 and has held it in 8 quarters since.
Atria Investments's Pacer Lunt Large Cap Alternator ETF position peaked at $521K in Q3 2025.
41 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.