Bickling Financial Services’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Bickling Financial 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
2022 Q4	$2.01M	Sell	49,758 -5,693	-10%	-$224K	1.26%	19
2022 Q3	$1.99M	Buy	55,451 +2,957	+6%	+$122K	1.34%	18
2022 Q2	$2.15M	Sell	52,494 -1,904	-4%	-$81.3K	1.36%	18
2022 Q1	$2.44M	Buy	54,398 +22,681	+72%	+$1M	1.25%	19
2021 Q4	$1.45M	Buy	+31,717	New	+$1.39M	0.71%	32

Other funds holding ALTL

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

GWM

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

SIA

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

Bickling Financial Services's ALTL Position: Q4 2022 in Review

Bickling Financial Services reduced its Pacer Lunt Large Cap Alternator ETF (ALTL) stake by 10% in Q4 2022, selling an estimated $224K and leaving 49,758 shares worth $2.01M. The position accounts for 1.26% of the portfolio, ranked #19.

Bickling Financial Services first reported a position in ALTL in Q4 2021 and has held it in 5 quarters since. The position peaked at $2.44M in Q1 2022. 97 funds tracked by Wall St. Rank hold ALTL as of Q4 2022.

Bickling Financial Services held 49,758 shares of Pacer Lunt Large Cap Alternator ETF worth $2.01M as of Q4 2022.
Bickling Financial Services sold 5,693 Pacer Lunt Large Cap Alternator ETF shares in Q4 2022, an estimated $224K.
Pacer Lunt Large Cap Alternator ETF made up 1.26% of Bickling Financial Services's portfolio in Q4 2022, its #19 holding.
Bickling Financial Services first reported a position in Pacer Lunt Large Cap Alternator ETF in Q4 2021 and has held it in 5 quarters since.
Bickling Financial Services's Pacer Lunt Large Cap Alternator ETF position peaked at $2.44M in Q1 2022.
97 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.