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

Foundations 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
2026
Q1 		– Sell
-16,697
Closed -$717K – 1163
2025
Q4 		$717K Buy
+16,697
New +$722K 0.01% 598
2025
Q2 		– Sell
-17,691
Closed -$616K – 917
2025
Q1 		$616K Buy
+17,691
New +$650K 0.01% 519

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MS
Millington Securities Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Foundations Investment Advisors's ALTL Position: Q1 2026 in Review

Foundations Investment Advisors sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q1 2026, closing a stake of 16,697 shares — an estimated $717K sold.

Foundations Investment Advisors first reported a position in ALTL in Q1 2025 and held it in 2 quarters. The position peaked at $717K in Q4 2025. 41 funds tracked by Wall St. Rank hold ALTL as of Q1 2026.

  • Foundations Investment Advisors reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q1 2026 after selling out during the quarter.
  • Foundations Investment Advisors sold 16,697 Pacer Lunt Large Cap Alternator ETF shares in Q1 2026, an estimated $717K.
  • Foundations Investment Advisors first reported a position in Pacer Lunt Large Cap Alternator ETF in Q1 2025 and held it in 2 quarters.
  • Foundations Investment Advisors's Pacer Lunt Large Cap Alternator ETF position peaked at $717K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.