CW
ALTL icon

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

CreativeOne 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
2025
Q1 		– Sell
-22,296
Closed -$829K – 1059
2024
Q4 		$829K Buy
22,296
+2,035
+10% +$78.1K 0.03% 534
2024
Q3 		$773K Sell
20,261
-43
-0.2% -$1.57K 0.03% 503
2024
Q2 		$702K Sell
20,304
-19,356
-49% -$668K 0.04% 402
2024
Q1 		$1.39M Buy
39,660
+1,232
+3% +$41.8K 0.06% 304
2023
Q4 		$1.29M Sell
38,428
-585
-1% -$19.3K 0.08% 216
2023
Q3 		$1.34M Sell
39,013
-749
-2% -$27.7K 0.1% 193
2023
Q2 		$1.49M Sell
39,762
-20,810
-34% -$752K 0.07% 256
2023
Q1 		$2.3M Sell
60,572
-1,378
-2% -$53.8K 0.11% 157
2022
Q4 		$2.51M Buy
61,950
+1,544
+3% +$60.7K 0.14% 131
2022
Q3 		$2.16M Sell
60,406
-8,911
-13% -$367K 0.13% 138
2022
Q2 		$2.84M Buy
69,317
+1,954
+3% +$83.4K 0.15% 108
2022
Q1 		$3.02M Buy
67,363
+18,989
+39% +$839K 0.16% 106
2021
Q4 		$2.22M Buy
48,374
+3,309
+7% +$145K 0.11% 168
2021
Q3 		$1.86M Buy
45,065
+10,311
+30% +$440K 0.11% 160
2021
Q2 		$1.42M Buy
34,754
+2,867
+9% +$117K 0.09% 195
2021
Q1 		$1.24M Buy
31,887
+580
+2% +$21.1K 0.09% 177
2020
Q4 		$1M Buy
31,307
+5,183
+20% +$147K 0.08% 185
2020
Q3 		$654K Buy
+26,124
New +$650K 0.09% 136

Other funds holding ALTL

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

CreativeOne Wealth's ALTL Position: Q1 2025 in Review

CreativeOne Wealth sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q1 2025, closing a stake of 22,296 shares — an estimated $829K sold.

CreativeOne Wealth first reported a position in ALTL in Q3 2020 and held it in 18 quarters. The position peaked at $3.02M in Q1 2022. 44 funds tracked by Wall St. Rank hold ALTL as of Q1 2025.

  • CreativeOne Wealth reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q1 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 22,296 Pacer Lunt Large Cap Alternator ETF shares in Q1 2025, an estimated $829K.
  • CreativeOne Wealth first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2020 and held it in 18 quarters.
  • CreativeOne Wealth's Pacer Lunt Large Cap Alternator ETF position peaked at $3.02M in Q1 2022.
  • 44 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.