Financial Advocates Investment Management’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Financial Advocates Investment Management’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 Q2	–	Sell	-70,461	Closed	-$2.68M	–	696
2023 Q1	$2.68M	Sell	70,461 -4,458	-6%	-$174K	0.19%	128
2022 Q4	$3.03M	Sell	74,919 -767	-1%	-$30.1K	0.23%	113
2022 Q3	$2.76M	Buy	75,686 +2,378	+3%	+$98K	0.23%	118
2022 Q2	$3M	Buy	+73,308	New	+$3.13M	0.24%	107

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

LFGH

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

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Financial Advocates Investment Management's ALTL Position: Q2 2023 in Review

Financial Advocates Investment Management sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q2 2023, closing a stake of 70,461 shares — an estimated $2.68M sold.

Financial Advocates Investment Management first reported a position in ALTL in Q2 2022 and held it in 4 quarters. The position peaked at $3.03M in Q4 2022. 76 funds tracked by Wall St. Rank hold ALTL as of Q2 2023.

Financial Advocates Investment Management reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q2 2023 after selling out during the quarter.
Financial Advocates Investment Management sold 70,461 Pacer Lunt Large Cap Alternator ETF shares in Q2 2023, an estimated $2.68M.
Financial Advocates Investment Management first reported a position in Pacer Lunt Large Cap Alternator ETF in Q2 2022 and held it in 4 quarters.
Financial Advocates Investment Management's Pacer Lunt Large Cap Alternator ETF position peaked at $3.03M in Q4 2022.
76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2023.

Based on Financial Advocates Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.