Avondale Wealth Management’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Avondale Wealth Management’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 Q3	–	Sell	-1	Closed	-$35	–	60
2025 Q2	$35	Hold	1	–	–	﹤0.01%	113
2025 Q1	$32	Hold	1	–	–	﹤0.01%	112
2024 Q4	$35	Hold	1	–	–	﹤0.01%	112
2024 Q3	$36	Hold	1	–	–	﹤0.01%	113
2024 Q2	$32	Sell	1 -27	-96%	-$932	﹤0.01%	120
2024 Q1	$992	Hold	28	–	–	﹤0.01%	120
2023 Q4	$952	Sell	28 -89,108	-100%	-$2.94M	﹤0.01%	117
2023 Q3	$3.07M	Sell	89,136 -6,543	-7%	-$242K	2.69%	10
2023 Q2	$3.59M	Sell	95,679 -26,094	-21%	-$943K	3.02%	9
2023 Q1	$4.62M	Sell	121,773 -41,118	-25%	-$1.61M	3.99%	7
2022 Q4	$6.59M	Buy	162,891 +18,314	+13%	+$720K	5.72%	7
2022 Q3	$5.18M	Buy	144,577 +141,660	+4,856%	+$5.84M	5.65%	7
2022 Q2	$119K	Buy	+2,917	New	+$125K	0.14%	44

Other funds holding ALTL

GWM

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

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

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

Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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 $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Avondale Wealth Management's ALTL Position: Q3 2025 in Review

Avondale Wealth Management sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q3 2025, closing a stake of 1 share — an estimated $35 sold.

Avondale Wealth Management first reported a position in ALTL in Q2 2022 and held it in 13 quarters. The position peaked at $6.59M in Q4 2022. 44 funds tracked by Wall St. Rank hold ALTL as of Q3 2025.

Avondale Wealth Management reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q3 2025 after selling out during the quarter.
Avondale Wealth Management sold 1 Pacer Lunt Large Cap Alternator ETF share in Q3 2025, an estimated $35.
Avondale Wealth Management first reported a position in Pacer Lunt Large Cap Alternator ETF in Q2 2022 and held it in 13 quarters.
Avondale Wealth Management's Pacer Lunt Large Cap Alternator ETF position peaked at $6.59M in Q4 2022.
44 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.