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Heritage Wealth Advisors’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Heritage Wealth 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
2023
Q2 		– Sell
-427
Closed -$16.2K – 563
2023
Q1 		$16.2K Buy
+427
New +$16.7K ﹤0.01% 411

Other funds holding ALTL

Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LPL Financial
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

Heritage Wealth Advisors's ALTL Position: Q2 2023 in Review

Heritage Wealth Advisors sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q2 2023, closing a stake of 427 shares — an estimated $16.2K sold.

Heritage Wealth Advisors first reported a position in ALTL in Q1 2023 and held it in 1 quarter. The position peaked at $16.2K in Q1 2023. 76 funds tracked by Wall St. Rank hold ALTL as of Q2 2023.

  • Heritage Wealth Advisors reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q2 2023 after selling out during the quarter.
  • Heritage Wealth Advisors sold 427 Pacer Lunt Large Cap Alternator ETF shares in Q2 2023, an estimated $16.2K.
  • Heritage Wealth Advisors first reported a position in Pacer Lunt Large Cap Alternator ETF in Q1 2023 and held it in 1 quarter.
  • Heritage Wealth Advisors's Pacer Lunt Large Cap Alternator ETF position peaked at $16.2K in Q1 2023.
  • 76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2023.

Based on Heritage Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.