Creative Financial Designs’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Creative Financial Designs’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 Q3	–	Sell	-80	Closed	-$3.01K	–	1503
2023 Q2	$3.01K	Sell	80 -69,941	-100%	-$2.53M	﹤0.01%	1258
2023 Q1	$2.66M	Buy	70,021 +6,788	+11%	+$265K	0.35%	69
2022 Q4	$2.56M	Sell	63,233 -1,227	-2%	-$48.2K	0.38%	63
2022 Q3	$2.31M	Sell	64,460 -2,459	-4%	-$101K	0.38%	60
2022 Q2	$2.74M	Buy	66,919 +2,790	+4%	+$119K	0.45%	49
2022 Q1	$2.87M	Buy	+64,129	New	+$2.83M	0.44%	51

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

LFGH

Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 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 $1.59B AUM 23.87% 1-Year Est. Return

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

Creative Financial Designs's ALTL Position: Q3 2023 in Review

Creative Financial Designs sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q3 2023, closing a stake of 80 shares — an estimated $3.01K sold.

Creative Financial Designs first reported a position in ALTL in Q1 2022 and held it in 6 quarters. The position peaked at $2.87M in Q1 2022. 75 funds tracked by Wall St. Rank hold ALTL as of Q3 2023.

Creative Financial Designs reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q3 2023 after selling out during the quarter.
Creative Financial Designs sold 80 Pacer Lunt Large Cap Alternator ETF shares in Q3 2023, an estimated $3.01K.
Creative Financial Designs first reported a position in Pacer Lunt Large Cap Alternator ETF in Q1 2022 and held it in 6 quarters.
Creative Financial Designs's Pacer Lunt Large Cap Alternator ETF position peaked at $2.87M in Q1 2022.
75 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q3 2023.

Based on Creative Financial Designs's 13F filing for Q3 2023, filed 14 Nov 2023.