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Blue Barn Wealth’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Blue Barn Wealth’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
Q4 		– Sell
-7,853
Closed -$300K – 150
2024
Q3 		$300K Buy
+7,853
New +$287K 0.15% 99

Other funds holding ALTL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Blue Barn Wealth's ALTL Position: Q4 2024 in Review

Blue Barn Wealth sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q4 2024, closing a stake of 7,853 shares — an estimated $300K sold.

Blue Barn Wealth first reported a position in ALTL in Q3 2024 and held it in 1 quarter. The position peaked at $300K in Q3 2024. 52 funds tracked by Wall St. Rank hold ALTL as of Q4 2024.

  • Blue Barn Wealth reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q4 2024 after selling out during the quarter.
  • Blue Barn Wealth sold 7,853 Pacer Lunt Large Cap Alternator ETF shares in Q4 2024, an estimated $300K.
  • Blue Barn Wealth first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2024 and held it in 1 quarter.
  • Blue Barn Wealth's Pacer Lunt Large Cap Alternator ETF position peaked at $300K in Q3 2024.
  • 52 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q4 2024.

Based on Blue Barn Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.