Leavell Investment Management’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Leavell Investment 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 Q3	–	Sell	-7,357	Closed	-$256K	–	537
2024 Q2	$256K	Sell	7,357 -3,390	-32%	-$117K	0.01%	456
2024 Q1	$377K	Sell	10,747 -377	-3%	-$12.8K	0.02%	389
2023 Q4	$376K	Sell	11,124 -2,670	-19%	-$88.1K	0.02%	365
2023 Q3	$475K	Sell	13,794 -205	-1%	-$7.59K	0.03%	336
2023 Q2	$526K	Buy	13,999 +5,395	+63%	+$195K	0.04%	324
2023 Q1	$327K	Buy	8,604 +1,755	+26%	+$68.5K	0.02%	376
2022 Q4	$277K	Buy	+6,849	New	+$269K	0.02%	383

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

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

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

LCM

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

SIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Leavell Investment Management's ALTL Position: Q3 2024 in Review

Leavell Investment Management sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q3 2024, closing a stake of 7,357 shares — an estimated $256K sold.

Leavell Investment Management first reported a position in ALTL in Q4 2022 and held it in 7 quarters. The position peaked at $526K in Q2 2023. 54 funds tracked by Wall St. Rank hold ALTL as of Q3 2024.

Leavell Investment Management reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q3 2024 after selling out during the quarter.
Leavell Investment Management sold 7,357 Pacer Lunt Large Cap Alternator ETF shares in Q3 2024, an estimated $256K.
Leavell Investment Management first reported a position in Pacer Lunt Large Cap Alternator ETF in Q4 2022 and held it in 7 quarters.
Leavell Investment Management's Pacer Lunt Large Cap Alternator ETF position peaked at $526K in Q2 2023.
54 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q3 2024.

Based on Leavell Investment Management's 13F filing for Q3 2024, filed 1 Nov 2024.