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Independent Financial Group’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Independent Financial 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
2026
Q2 		$289K Sell
5,639
-2,611
-32% -$122K 0.01% 1264
2026
Q1 		$362K Sell
8,250
-67
-0.8% -$2.99K 0.01% 1074
2025
Q4 		$357K Sell
8,317
-1,029
-11% -$44.5K 0.01% 1065
2025
Q3 		$397K Sell
9,346
-55
-0.6% -$2.21K 0.01% 950
2025
Q2 		$354K Sell
9,401
-6,765
-42% -$233K 0.01% 944
2025
Q1 		$563K Buy
16,166
+1,148
+8% +$42.2K 0.02% 665
2024
Q4 		$558K Buy
15,018
+1,555
+12% +$59.7K 0.02% 654
2024
Q3 		$514K Sell
13,463
-586
-4% -$21.4K 0.02% 643
2024
Q2 		$486K Sell
14,049
-2,524
-15% -$87.1K 0.02% 617
2024
Q1 		$581K Sell
16,573
-4,456
-21% -$151K 0.03% 536
2023
Q4 		$707K Sell
21,029
-1,770
-8% -$58.4K 0.04% 459
2023
Q3 		$785K Buy
22,799
+3,074
+16% +$114K 0.05% 380
2023
Q2 		$740K Sell
19,725
-7,146
-27% -$258K 0.05% 383
2023
Q1 		$1.02M Buy
26,871
+1,871
+7% +$73K 0.08% 275
2022
Q4 		$1.01M Buy
25,000
+263
+1% +$10.3K 0.09% 231
2022
Q3 		$886K Buy
24,737
+1,789
+8% +$73.8K 0.08% 246
2022
Q2 		$939K Buy
22,948
+4,899
+27% +$209K 0.1% 237
2022
Q1 		$809K Buy
18,049
+8,026
+80% +$355K 0.07% 310
2021
Q4 		$460K Buy
+10,023
New +$441K 0.04% 441

Other funds holding ALTL

GWM
Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Independent Financial Group's ALTL Position: Q2 2026 in Review

Independent Financial Group reduced its Pacer Lunt Large Cap Alternator ETF (ALTL) stake by 32% in Q2 2026, selling an estimated $122K and leaving 5,639 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #1264.

Independent Financial Group first reported a position in ALTL in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.02M in Q1 2023. 38 funds tracked by Wall St. Rank hold ALTL as of Q2 2026.

  • Independent Financial Group held 5,639 shares of Pacer Lunt Large Cap Alternator ETF worth $289K as of Q2 2026.
  • Independent Financial Group sold 2,611 Pacer Lunt Large Cap Alternator ETF shares in Q2 2026, an estimated $122K.
  • Pacer Lunt Large Cap Alternator ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1264 holding.
  • Independent Financial Group first reported a position in Pacer Lunt Large Cap Alternator ETF in Q4 2021 and has held it in 19 quarters since.
  • Independent Financial Group's Pacer Lunt Large Cap Alternator ETF position peaked at $1.02M in Q1 2023.
  • 38 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.