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IAM Advisory’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

IAM Advisory’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
Q1 		– Sell
-6,417
Closed -$260K – 91
2022
Q4 		$260K Buy
6,417
+26
+0.4% +$1.02K 0.1% 75
2022
Q3 		$229K Buy
+6,391
New +$263K 0.1% 73

Other funds holding ALTL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

IAM Advisory's ALTL Position: Q1 2023 in Review

IAM Advisory sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q1 2023, closing a stake of 6,417 shares — an estimated $260K sold.

IAM Advisory first reported a position in ALTL in Q3 2022 and held it in 2 quarters. The position peaked at $260K in Q4 2022. 96 funds tracked by Wall St. Rank hold ALTL as of Q1 2023.

  • IAM Advisory reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q1 2023 after selling out during the quarter.
  • IAM Advisory sold 6,417 Pacer Lunt Large Cap Alternator ETF shares in Q1 2023, an estimated $260K.
  • IAM Advisory first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2022 and held it in 2 quarters.
  • IAM Advisory's Pacer Lunt Large Cap Alternator ETF position peaked at $260K in Q4 2022.
  • 96 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2023.

Based on IAM Advisory's 13F filing for Q1 2023, filed 10 Apr 2023.