IHT Wealth Management’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

IHT Wealth Management’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
2024 Q1	–	Sell	-13,489	Closed	-$454K	–	1012
2023 Q4	$454K	Sell	13,489 -185	-1%	-$6.1K	0.02%	630
2023 Q3	$471K	Sell	13,674 -1,341	-9%	-$49.7K	0.02%	575
2023 Q2	$564K	Sell	15,015 -566	-4%	-$20.4K	0.03%	505
2023 Q1	$592K	Buy	15,581 +2,859	+22%	+$112K	0.03%	456
2022 Q4	$515K	Buy	12,722 +5,206	+69%	+$205K	0.03%	486
2022 Q3	$269K	Sell	7,516 -1,504	-17%	-$62K	0.02%	654
2022 Q2	$369K	Buy	9,020 +381	+4%	+$16.3K	0.03%	471
2022 Q1	$387K	Buy	8,639 +2,015	+30%	+$89.1K	0.03%	494
2021 Q4	$304K	Buy	+6,624	New	+$291K	0.02%	603

Other funds holding ALTL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

IHT Wealth Management's ALTL Position: Q1 2024 in Review

IHT Wealth Management sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q1 2024, closing a stake of 13,489 shares — an estimated $454K sold.

IHT Wealth Management first reported a position in ALTL in Q4 2021 and held it in 9 quarters. The position peaked at $592K in Q1 2023. 66 funds tracked by Wall St. Rank hold ALTL as of Q1 2024.

IHT Wealth Management reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q1 2024 after selling out during the quarter.
IHT Wealth Management sold 13,489 Pacer Lunt Large Cap Alternator ETF shares in Q1 2024, an estimated $454K.
IHT Wealth Management first reported a position in Pacer Lunt Large Cap Alternator ETF in Q4 2021 and held it in 9 quarters.
IHT Wealth Management's Pacer Lunt Large Cap Alternator ETF position peaked at $592K in Q1 2023.
66 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2024.

Based on IHT Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.