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Global Retirement Partners’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Global Retirement Partners’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
2022
Q3 		– Sell
-1,491
Closed -$61K – 2671
2022
Q2 		$61K Buy
+1,491
New +$63.7K ﹤0.01% 918

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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Global Retirement Partners's ALTL Position: Q3 2022 in Review

Global Retirement Partners sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q3 2022, closing a stake of 1,491 shares — an estimated $61K sold.

Global Retirement Partners first reported a position in ALTL in Q2 2022 and held it in 1 quarter. The position peaked at $61K in Q2 2022. 85 funds tracked by Wall St. Rank hold ALTL as of Q3 2022.

  • Global Retirement Partners reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q3 2022 after selling out during the quarter.
  • Global Retirement Partners sold 1,491 Pacer Lunt Large Cap Alternator ETF shares in Q3 2022, an estimated $61K.
  • Global Retirement Partners first reported a position in Pacer Lunt Large Cap Alternator ETF in Q2 2022 and held it in 1 quarter.
  • Global Retirement Partners's Pacer Lunt Large Cap Alternator ETF position peaked at $61K in Q2 2022.
  • 85 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q3 2022.

Based on Global Retirement Partners's 13F filing for Q3 2022, filed 3 Nov 2022.