Belpointe Asset Management’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-1,702	Closed	-$64.6K	–	704
2023 Q1	$64.6K	Sell	1,702 -276	-14%	-$10.8K	﹤0.01%	1563
2022 Q4	$80K	Buy	+1,978	New	+$77.8K	﹤0.01%	1359
2022 Q1	–	Sell	-2,263	Closed	-$104K	–	1226
2021 Q4	$104K	Sell	2,263 -343	-13%	-$15.1K	0.01%	1171
2021 Q3	$107K	Buy	+2,606	New	+$111K	0.01%	1125

Other funds holding ALTL

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

GWM

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

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

LFGH

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

SIA

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

Belpointe Asset Management's ALTL Position: Q2 2023 in Review

Belpointe Asset Management sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q2 2023, closing a stake of 1,702 shares — an estimated $64.6K sold.

Belpointe Asset Management first reported a position in ALTL in Q3 2021 and held it in 4 quarters. The position peaked at $107K in Q3 2021. 76 funds tracked by Wall St. Rank hold ALTL as of Q2 2023.

Belpointe Asset Management reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 1,702 Pacer Lunt Large Cap Alternator ETF shares in Q2 2023, an estimated $64.6K.
Belpointe Asset Management first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2021 and held it in 4 quarters.
Belpointe Asset Management's Pacer Lunt Large Cap Alternator ETF position peaked at $107K in Q3 2021.
76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.