Consolidated Planning Corp’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Consolidated Planning Corp’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	-75,541	Closed	-$2.87M	–	162
2023 Q1	$2.87M	Buy	75,541 +27,607	+58%	+$1.08M	0.74%	50
2022 Q4	$1.94M	Sell	47,934 -47,852	-50%	-$1.88M	0.54%	48
2022 Q3	$3.43M	Sell	95,786 -1,884	-2%	-$77.7K	1.07%	28
2022 Q2	$4M	Buy	+97,670	New	+$4.17M	1.25%	20

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

Consolidated Planning Corp's ALTL Position: Q2 2023 in Review

Consolidated Planning Corp sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q2 2023, closing a stake of 75,541 shares — an estimated $2.87M sold.

Consolidated Planning Corp first reported a position in ALTL in Q2 2022 and held it in 4 quarters. The position peaked at $4M in Q2 2022. 76 funds tracked by Wall St. Rank hold ALTL as of Q2 2023.

Consolidated Planning Corp reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q2 2023 after selling out during the quarter.
Consolidated Planning Corp sold 75,541 Pacer Lunt Large Cap Alternator ETF shares in Q2 2023, an estimated $2.87M.
Consolidated Planning Corp first reported a position in Pacer Lunt Large Cap Alternator ETF in Q2 2022 and held it in 4 quarters.
Consolidated Planning Corp's Pacer Lunt Large Cap Alternator ETF position peaked at $4M in Q2 2022.
76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2023.

Based on Consolidated Planning Corp's 13F filing for Q2 2023, filed 14 Aug 2023.