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B. Riley Wealth Advisors’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

B. Riley Wealth Advisors’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
2022
Q3 		– Sell
-12,141
Closed -$497K – 1451
2022
Q2 		$497K Buy
+12,141
New +$518K 0.02% 660

Other funds holding ALTL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

B. Riley Wealth Advisors's ALTL Position: Q3 2022 in Review

B. Riley Wealth Advisors sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q3 2022, closing a stake of 12,141 shares — an estimated $497K sold.

B. Riley Wealth Advisors first reported a position in ALTL in Q2 2022 and held it in 1 quarter. The position peaked at $497K in Q2 2022. 85 funds tracked by Wall St. Rank hold ALTL as of Q3 2022.

  • B. Riley Wealth Advisors reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q3 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 12,141 Pacer Lunt Large Cap Alternator ETF shares in Q3 2022, an estimated $497K.
  • B. Riley Wealth Advisors first reported a position in Pacer Lunt Large Cap Alternator ETF in Q2 2022 and held it in 1 quarter.
  • B. Riley Wealth Advisors's Pacer Lunt Large Cap Alternator ETF position peaked at $497K in Q2 2022.
  • 85 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q3 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.