Core Wealth Advisors (Florida)’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Core Wealth Advisors (Florida)’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	-794	Closed	-$30.1K	–	237
2023 Q1	$30.1K	Sell	794 -343,852	-100%	-$13.4M	0.01%	95
2022 Q4	$13.9M	Buy	344,646 +4,722	+1%	+$186K	6.1%	6
2022 Q3	$12.2M	Buy	339,924 +30,837	+10%	+$1.27M	7.1%	5
2022 Q2	$12.7M	Buy	309,087 +56,765	+22%	+$2.42M	7.78%	3
2022 Q1	$11.3M	Buy	252,322 +250,403	+13,049%	+$11.1M	6.34%	5
2021 Q4	$88K	Buy	1,919 +1,006	+110%	+$44.2K	0.05%	65
2021 Q3	$38K	Buy	913 +613	+204%	+$26.2K	0.03%	89
2021 Q2	$12K	Buy	+300	New	+$12.2K	0.01%	122

Other funds holding ALTL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $495B AUM 43.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

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

GWM

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

LPL Financial San Diego, California $445B AUM 25.58% 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 $1.8B AUM 27.41% 1-Year Est. Return

Core Wealth Advisors (Florida)'s ALTL Position: Q2 2023 in Review

Core Wealth Advisors (Florida) sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q2 2023, closing a stake of 794 shares — an estimated $30.1K sold.

Core Wealth Advisors (Florida) first reported a position in ALTL in Q2 2021 and held it in 8 quarters. The position peaked at $13.9M in Q4 2022. 76 funds tracked by Wall St. Rank hold ALTL as of Q2 2023.

Core Wealth Advisors (Florida) reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q2 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 794 Pacer Lunt Large Cap Alternator ETF shares in Q2 2023, an estimated $30.1K.
Core Wealth Advisors (Florida) first reported a position in Pacer Lunt Large Cap Alternator ETF in Q2 2021 and held it in 8 quarters.
Core Wealth Advisors (Florida)'s Pacer Lunt Large Cap Alternator ETF position peaked at $13.9M in Q4 2022.
76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2023, filed 14 Aug 2023.