Great Valley Advisor Group’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Great Valley Advisor Group’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	-5,954	Closed	-$226K	–	704
2023 Q1	$226K	Hold	5,954	–	–	0.01%	625
2022 Q4	$241K	Buy	+5,954	New	+$234K	0.01%	609

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 $4.31B AUM 18.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $1.59B AUM 23.87% 1-Year Est. Return

Great Valley Advisor Group's ALTL Position: Q2 2023 in Review

Great Valley Advisor Group sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q2 2023, closing a stake of 5,954 shares — an estimated $226K sold.

Great Valley Advisor Group first reported a position in ALTL in Q4 2022 and held it in 2 quarters. The position peaked at $241K in Q4 2022. 76 funds tracked by Wall St. Rank hold ALTL as of Q2 2023.

Great Valley Advisor Group reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q2 2023 after selling out during the quarter.
Great Valley Advisor Group sold 5,954 Pacer Lunt Large Cap Alternator ETF shares in Q2 2023, an estimated $226K.
Great Valley Advisor Group first reported a position in Pacer Lunt Large Cap Alternator ETF in Q4 2022 and held it in 2 quarters.
Great Valley Advisor Group's Pacer Lunt Large Cap Alternator ETF position peaked at $241K in Q4 2022.
76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2023.

Based on Great Valley Advisor Group's 13F filing for Q2 2023, filed 10 Aug 2023.