Commonwealth Equity Services’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Commonwealth Equity 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
2025 Q1	–	Sell	-6,038	Closed	-$224K	–	4175
2024 Q4	$224K	Buy	6,038 +21	+0.3%	+$806	﹤0.01%	3661
2024 Q3	$230K	Sell	6,017 -965	-14%	-$35.3K	﹤0.01%	3576
2024 Q2	$241K	Sell	6,982 -232	-3%	-$8.01K	﹤0.01%	3498
2024 Q1	$253K	Sell	7,214 -4,781	-40%	-$162K	﹤0.01%	3428
2023 Q4	$403K	Sell	11,995 -25,936	-68%	-$856K	﹤0.01%	2915
2023 Q3	$1.31M	Sell	37,931 -2,343	-6%	-$86.8K	﹤0.01%	1887
2023 Q2	$1.51M	Sell	40,274 -2,166	-5%	-$78.3K	﹤0.01%	1806
2023 Q1	$1.61M	Buy	42,440 +515	+1%	+$20.1K	﹤0.01%	1698
2022 Q4	$1.7M	Buy	41,925 +8,841	+27%	+$348K	﹤0.01%	1612
2022 Q3	$1.18M	Buy	33,084 +8,037	+32%	+$331K	﹤0.01%	1776
2022 Q2	$1.02M	Buy	25,047 +7,019	+39%	+$300K	﹤0.01%	1873
2022 Q1	$807K	Buy	18,028 +283	+2%	+$12.5K	﹤0.01%	2152
2021 Q4	$813K	Buy	17,745 +2,007	+13%	+$88.2K	﹤0.01%	2140
2021 Q3	$648K	Buy	15,738 +1,602	+11%	+$68.4K	﹤0.01%	2274
2021 Q2	$578K	Buy	+14,136	New	+$577K	﹤0.01%	2353

Other funds holding ALTL

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

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

Ergawealth Advisors Oak Brook, Illinois $253M AUM 8.74% 1-Year Est. Return

Lunt Capital Management Holladay, Utah $263M AUM 6.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

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

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Silver Oak Securities Jackson, Tennessee $1.65B AUM 29.37% 1-Year Est. Return

Commonwealth Equity Services's ALTL Position: Q1 2025 in Review

Commonwealth Equity Services sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q1 2025, closing a stake of 6,038 shares — an estimated $224K sold.

Commonwealth Equity Services first reported a position in ALTL in Q2 2021 and held it in 15 quarters. The position peaked at $1.7M in Q4 2022. 44 funds tracked by Wall St. Rank hold ALTL as of Q1 2025.

Commonwealth Equity Services reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q1 2025 after selling out during the quarter.
Commonwealth Equity Services sold 6,038 Pacer Lunt Large Cap Alternator ETF shares in Q1 2025, an estimated $224K.
Commonwealth Equity Services first reported a position in Pacer Lunt Large Cap Alternator ETF in Q2 2021 and held it in 15 quarters.
Commonwealth Equity Services's Pacer Lunt Large Cap Alternator ETF position peaked at $1.7M in Q4 2022.
44 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2025.

Based on Commonwealth Equity Services's 13F filing for Q1 2025, filed 9 May 2025.