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Impact Partnership Wealth’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Impact Partnership Wealth’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
Q4 		– Sell
-1,084
Closed -$37.3K – 842
2023
Q3 		$37.3K Sell
1,084
-187
-15% -$6.92K 0.01% 435
2023
Q2 		$47.7K Buy
+1,271
New +$45.9K 0.02% 263

Other funds holding ALTL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return

Impact Partnership Wealth's ALTL Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q4 2023, closing a stake of 1,084 shares — an estimated $37.3K sold.

Impact Partnership Wealth first reported a position in ALTL in Q2 2023 and held it in 2 quarters. The position peaked at $47.7K in Q2 2023. 68 funds tracked by Wall St. Rank hold ALTL as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,084 Pacer Lunt Large Cap Alternator ETF shares in Q4 2023, an estimated $37.3K.
  • Impact Partnership Wealth first reported a position in Pacer Lunt Large Cap Alternator ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's Pacer Lunt Large Cap Alternator ETF position peaked at $47.7K in Q2 2023.
  • 68 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.