Level Four Advisory Services’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Level Four Advisory Services’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	-6,272	Closed	-$217K	–	767
2024 Q2	$217K	Sell	6,272 -2,137	-25%	-$73.8K	0.01%	690
2024 Q1	$283K	Hold	8,409	–	–	0.02%	628
2023 Q4	$283K	Sell	8,409 -3,219	-28%	-$106K	0.02%	627
2023 Q3	$401K	Sell	11,628 -70,355	-86%	-$2.61M	0.03%	509
2023 Q2	$3.08M	Buy	81,983 +1,683	+2%	+$60.8K	0.18%	132
2023 Q1	$3.05M	Buy	80,300 +15,607	+24%	+$609K	0.2%	125
2022 Q4	$2.62M	Buy	64,693 +11,176	+21%	+$439K	0.19%	126
2022 Q3	$1.92M	Buy	53,517 +108	+0.2%	+$4.45K	0.19%	135
2022 Q2	$2.19M	Buy	+53,409	New	+$2.28M	0.21%	127

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

Level Four Advisory Services's ALTL Position: Q3 2024 in Review

Level Four Advisory Services sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q3 2024, closing a stake of 6,272 shares — an estimated $217K sold.

Level Four Advisory Services first reported a position in ALTL in Q2 2022 and held it in 9 quarters. The position peaked at $3.08M in Q2 2023. 54 funds tracked by Wall St. Rank hold ALTL as of Q3 2024.

Level Four Advisory Services reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q3 2024 after selling out during the quarter.
Level Four Advisory Services sold 6,272 Pacer Lunt Large Cap Alternator ETF shares in Q3 2024, an estimated $217K.
Level Four Advisory Services first reported a position in Pacer Lunt Large Cap Alternator ETF in Q2 2022 and held it in 9 quarters.
Level Four Advisory Services's Pacer Lunt Large Cap Alternator ETF position peaked at $3.08M in Q2 2023.
54 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q3 2024.

Based on Level Four Advisory Services's 13F filing for Q3 2024, filed 14 Nov 2024.