Avantax Advisory Services’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Avantax Advisory 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
2025 Q2	$1.16M	Buy	30,907 +967	+3%	+$33.3K	0.01%	1078
2025 Q1	$1.04M	Buy	29,940 +5,592	+23%	+$205K	0.01%	1063
2024 Q4	$905K	Buy	24,348 +845	+4%	+$32.5K	0.01%	1087
2024 Q3	$897K	Sell	23,503 -683	-3%	-$25K	0.01%	1089
2024 Q2	$836K	Buy	24,186 +1,221	+5%	+$42.2K	0.01%	1075
2024 Q1	$805K	Buy	22,965 +103	+0.5%	+$3.5K	0.01%	835
2023 Q4	$769K	Sell	22,862 -689	-3%	-$22.7K	0.01%	819
2023 Q3	$811K	Buy	23,551 +13	+0.1%	+$481	0.01%	758
2023 Q2	$884K	Buy	23,538 +9,326	+66%	+$337K	0.01%	723
2023 Q1	$540K	Buy	14,212 +155	+1%	+$6.05K	0.01%	880
2022 Q4	$569K	Buy	+14,057	New	+$553K	0.01%	810

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 $273M AUM 15.42% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

SIA

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

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

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

SOS

Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

Avantax Advisory Services's ALTL Position: Q2 2025 in Review

Avantax Advisory Services increased its Pacer Lunt Large Cap Alternator ETF (ALTL) stake by 3.2% in Q2 2025, buying an estimated $33.3K and bringing the position to 30,907 shares worth $1.16M. The position accounts for 0.01% of the portfolio, ranked #1078.

Avantax Advisory Services first reported a position in ALTL in Q4 2022 and has held it in 11 quarters since. 44 funds tracked by Wall St. Rank hold ALTL as of Q2 2025.

Avantax Advisory Services held 30,907 shares of Pacer Lunt Large Cap Alternator ETF worth $1.16M as of Q2 2025.
Avantax Advisory Services bought 967 Pacer Lunt Large Cap Alternator ETF shares in Q2 2025, an estimated $33.3K.
Pacer Lunt Large Cap Alternator ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1078 holding.
Avantax Advisory Services first reported a position in Pacer Lunt Large Cap Alternator ETF in Q4 2022 and has held it in 11 quarters since.
44 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.