J.W. Cole Advisors’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

J.W. Cole Advisors’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	-6,752	Closed	-$227K	–	883
2023 Q4	$227K	Sell	6,752 -4,764	-41%	-$157K	0.01%	720
2023 Q3	$397K	Sell	11,516 -5,049	-30%	-$187K	0.03%	476
2023 Q2	$622K	Sell	16,565 -2,679	-14%	-$96.8K	0.04%	369
2023 Q1	$731K	Buy	19,244 +1,713	+10%	+$66.9K	0.05%	353
2022 Q4	$709K	Buy	+17,531	New	+$689K	0.05%	332

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

J.W. Cole Advisors's ALTL Position: Q1 2024 in Review

J.W. Cole Advisors sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q1 2024, closing a stake of 6,752 shares — an estimated $227K sold.

J.W. Cole Advisors first reported a position in ALTL in Q4 2022 and held it in 5 quarters. The position peaked at $731K in Q1 2023. 66 funds tracked by Wall St. Rank hold ALTL as of Q1 2024.

J.W. Cole Advisors reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q1 2024 after selling out during the quarter.
J.W. Cole Advisors sold 6,752 Pacer Lunt Large Cap Alternator ETF shares in Q1 2024, an estimated $227K.
J.W. Cole Advisors first reported a position in Pacer Lunt Large Cap Alternator ETF in Q4 2022 and held it in 5 quarters.
J.W. Cole Advisors's Pacer Lunt Large Cap Alternator ETF position peaked at $731K in Q1 2023.
66 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2024.

Based on J.W. Cole Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.