Eldridge Investment Advisors’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Eldridge Investment Advisors’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 Q1	–	Sell	-121,112	Closed	-$4.9M	–	137
2022 Q4	$4.9M	Sell	121,112 -16,423	-12%	-$646K	1.71%	12
2022 Q3	$4.93M	Sell	137,535 -13,496	-9%	-$556K	1.91%	13
2022 Q2	$6.18M	Buy	151,031 +68,310	+83%	+$2.92M	2.33%	10
2022 Q1	$3.71M	Buy	82,721 +42,068	+103%	+$1.86M	1.25%	16
2021 Q4	$1.86M	Buy	40,653 +23,659	+139%	+$1.04M	0.62%	29
2021 Q3	$700K	Buy	+16,994	New	+$725K	0.25%	62

Other funds holding ALTL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.8B AUM 27.41% 1-Year Est. Return

LFGH

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

Eldridge Investment Advisors's ALTL Position: Q1 2023 in Review

Eldridge Investment Advisors sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q1 2023, closing a stake of 121,112 shares — an estimated $4.9M sold.

Eldridge Investment Advisors first reported a position in ALTL in Q3 2021 and held it in 6 quarters. The position peaked at $6.18M in Q2 2022. 96 funds tracked by Wall St. Rank hold ALTL as of Q1 2023.

Eldridge Investment Advisors reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q1 2023 after selling out during the quarter.
Eldridge Investment Advisors sold 121,112 Pacer Lunt Large Cap Alternator ETF shares in Q1 2023, an estimated $4.9M.
Eldridge Investment Advisors first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2021 and held it in 6 quarters.
Eldridge Investment Advisors's Pacer Lunt Large Cap Alternator ETF position peaked at $6.18M in Q2 2022.
96 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2023.

Based on Eldridge Investment Advisors's 13F filing for Q1 2023, filed 12 May 2023.