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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
Q2 		$286K Sell
5,572
-6,092
-52% -$285K 0.11% 45
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 $4.9B AUM 23.65% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ergawealth Advisors's ALTL Position: Q2 2026 in Review

Ergawealth Advisors reduced its Pacer Lunt Large Cap Alternator ETF (ALTL) stake by 52% in Q2 2026, selling an estimated $285K and leaving 5,572 shares worth $286K. The position accounts for 0.11% of the portfolio, ranked #45.

Ergawealth Advisors first reported a position in ALTL in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.03M in Q3 2024. 38 funds tracked by Wall St. Rank hold ALTL as of Q2 2026.

  • Ergawealth Advisors held 5,572 shares of Pacer Lunt Large Cap Alternator ETF worth $286K as of Q2 2026.
  • Ergawealth Advisors sold 6,092 Pacer Lunt Large Cap Alternator ETF shares in Q2 2026, an estimated $285K.
  • Pacer Lunt Large Cap Alternator ETF made up 0.11% of Ergawealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Ergawealth Advisors first reported a position in Pacer Lunt Large Cap Alternator ETF in Q4 2022 and has held it in 15 quarters since.
  • Ergawealth Advisors's Pacer Lunt Large Cap Alternator ETF position peaked at $9.03M in Q3 2024.
  • 38 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2026.

Based on Ergawealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.