Integrated Wealth Concepts’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Integrated Wealth Concepts’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	$37.6K	Buy	+732	New	+$34.2K	﹤0.01%	3594

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 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 New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Integrated Wealth Concepts's ALTL Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Pacer Lunt Large Cap Alternator ETF (ALTL) in Q2 2026: 732 shares worth $37.6K. The stake represents ﹤0.01% of the portfolio and ranks #3594 among its holdings.

38 funds tracked by Wall St. Rank hold ALTL as of Q2 2026.

Integrated Wealth Concepts held 732 shares of Pacer Lunt Large Cap Alternator ETF worth $37.6K as of Q2 2026.
Pacer Lunt Large Cap Alternator ETF was a new Integrated Wealth Concepts position in Q2 2026.
Pacer Lunt Large Cap Alternator ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3594 holding.
38 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.