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

Lee Financial Group Hawaii’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	-401,786	Closed	-$13.5M	–	29
2023 Q4	$13.5M	Sell	401,786 -8,813	-2%	-$291K	11.51%	3
2023 Q3	$14.1M	Buy	410,599 +42,444	+12%	+$1.57M	12.98%	3
2023 Q2	$13.8M	Buy	368,155 +4,226	+1%	+$153K	12.63%	3
2023 Q1	$13.8M	Buy	363,929 +247,718	+213%	+$9.67M	14.23%	3
2022 Q4	$4.7M	Sell	116,211 -1,982	-2%	-$77.9K	4.62%	8
2022 Q3	$4.23M	Buy	118,193 +55	+0%	+$2.27K	3.41%	9
2022 Q2	$4.83M	Sell	118,138 -1,306	-1%	-$55.8K	4.72%	8
2022 Q1	$5.35M	Buy	+119,444	New	+$5.28M	3.65%	9

Other funds holding ALTL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $258M AUM 16.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

Lee Financial Group Hawaii's ALTL Position: Q1 2024 in Review

Lee Financial Group Hawaii sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q1 2024, closing a stake of 401,786 shares — an estimated $13.5M sold.

Lee Financial Group Hawaii first reported a position in ALTL in Q1 2022 and held it in 8 quarters. The position peaked at $14.1M in Q3 2023. 66 funds tracked by Wall St. Rank hold ALTL as of Q1 2024.

Lee Financial Group Hawaii reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q1 2024 after selling out during the quarter.
Lee Financial Group Hawaii sold 401,786 Pacer Lunt Large Cap Alternator ETF shares in Q1 2024, an estimated $13.5M.
Lee Financial Group Hawaii first reported a position in Pacer Lunt Large Cap Alternator ETF in Q1 2022 and held it in 8 quarters.
Lee Financial Group Hawaii's Pacer Lunt Large Cap Alternator ETF position peaked at $14.1M in Q3 2023.
66 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2024.

Based on Lee Financial Group Hawaii's 13F filing for Q1 2024, filed 24 Apr 2024.