Benjamin F. Edwards & Company’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$3K	Hold	75	–	–	﹤0.01%	1967
2024 Q1	$3K	Sell	75 -9,080	-99%	-$308K	﹤0.01%	1940
2023 Q4	$308K	Sell	9,155 -6,542	-42%	-$216K	0.01%	745
2023 Q3	$541K	Sell	15,697 -18	-0.1%	-$667	0.02%	502
2023 Q2	$590K	Buy	15,715 +302	+2%	+$10.9K	0.02%	470
2023 Q1	$585K	Buy	15,413 +433	+3%	+$16.9K	0.02%	452
2022 Q4	$606K	Hold	14,980	–	–	0.03%	427
2022 Q3	$537K	Buy	14,980 +28	+0.2%	+$1.15K	0.03%	421
2022 Q2	$612K	Buy	14,952 +8,021	+116%	+$342K	0.03%	412
2022 Q1	$311K	Buy	6,931 +1,647	+31%	+$72.8K	0.01%	569
2021 Q4	$242K	Buy	5,284 +2,325	+79%	+$102K	0.01%	636
2021 Q3	$122K	Hold	2,959	–	–	0.01%	802
2021 Q2	$121K	Buy	+2,959	New	+$121K	0.01%	793

Other funds holding ALTL

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GWM

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

LCM

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SIA

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

Benjamin F. Edwards & Company's ALTL Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Pacer Lunt Large Cap Alternator ETF (ALTL) position steady in Q2 2024 at 75 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1967.

Benjamin F. Edwards & Company first reported a position in ALTL in Q2 2021 and has held it in 13 quarters since. The position peaked at $612K in Q2 2022. 61 funds tracked by Wall St. Rank hold ALTL as of Q2 2024.

Benjamin F. Edwards & Company held 75 shares of Pacer Lunt Large Cap Alternator ETF worth $3K as of Q2 2024.
Benjamin F. Edwards & Company left its Pacer Lunt Large Cap Alternator ETF share count unchanged in Q2 2024.
Pacer Lunt Large Cap Alternator ETF made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1967 holding.
Benjamin F. Edwards & Company first reported a position in Pacer Lunt Large Cap Alternator ETF in Q2 2021 and has held it in 13 quarters since.
Benjamin F. Edwards & Company's Pacer Lunt Large Cap Alternator ETF position peaked at $612K in Q2 2022.
61 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.