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

Ergawealth 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
2026 Q1	$512K	Sell	11,664 -1,729	-13%	-$77.1K	0.23%	30
2025 Q4	$575K	Sell	13,393 -117,761	-90%	-$5.09M	0.26%	29
2025 Q3	$5.57M	Sell	131,154 -82,276	-39%	-$3.31M	2.59%	14
2025 Q2	$8.04M	Sell	213,430 -30,403	-12%	-$1.05M	3.62%	11
2025 Q1	$8.49M	Buy	243,833 +2,989	+1%	+$110K	4.21%	10
2024 Q4	$8.95M	Buy	240,844 +4,152	+2%	+$159K	4.42%	10
2024 Q3	$9.03M	Buy	236,692 +10,250	+5%	+$375K	4.48%	9
2024 Q2	$7.83M	Sell	226,442 -2,138	-0.9%	-$73.8K	4.26%	9
2024 Q1	$8.01M	Buy	228,580 +14,958	+7%	+$508K	4.39%	10
2023 Q4	$7.18M	Buy	213,622 +11,244	+6%	+$371K	4.42%	9
2023 Q3	$6.97M	Buy	202,378 +2,253	+1%	+$83.4K	4.81%	8
2023 Q2	$7.51M	Buy	200,125 +28,342	+16%	+$1.02M	5.15%	6
2023 Q1	$6.52M	Buy	171,783 +23,948	+16%	+$935K	5.31%	6
2022 Q4	$5.98M	Buy	+147,835	New	+$5.81M	5.42%	6

Other funds holding ALTL

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

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

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

MSL

MILLINGTON SECURITIES, LLC Red Bank, New Jersey $362M AUM

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ergawealth Advisors's ALTL Position: Q1 2026 in Review

Ergawealth Advisors reduced its Pacer Lunt Large Cap Alternator ETF (ALTL) stake by 13% in Q1 2026, selling an estimated $77.1K and leaving 11,664 shares worth $512K. The position accounts for 0.23% of the portfolio, ranked #30.

Ergawealth Advisors first reported a position in ALTL in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.03M in Q3 2024. 41 funds tracked by Wall St. Rank hold ALTL as of Q1 2026.

Ergawealth Advisors held 11,664 shares of Pacer Lunt Large Cap Alternator ETF worth $512K as of Q1 2026.
Ergawealth Advisors sold 1,729 Pacer Lunt Large Cap Alternator ETF shares in Q1 2026, an estimated $77.1K.
Pacer Lunt Large Cap Alternator ETF made up 0.23% of Ergawealth Advisors's portfolio in Q1 2026, its #30 holding.
Ergawealth Advisors first reported a position in Pacer Lunt Large Cap Alternator ETF in Q4 2022 and has held it in 14 quarters since.
Ergawealth Advisors's Pacer Lunt Large Cap Alternator ETF position peaked at $9.03M in Q3 2024.
41 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.