LWM
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Liberty Wealth Management’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Liberty Wealth 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
2021
Q2 		– Sell
-678
Closed -$21K – 1061
2021
Q1 		$21K Hold
678
– – 0.01% 444
2020
Q4 		$21K Buy
+678
New +$19.2K 0.01% 441

Other funds holding ALTL

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Liberty Wealth Management's ALTL Position: Q2 2021 in Review

Liberty Wealth Management sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q2 2021, closing a stake of 678 shares — an estimated $21K sold.

Liberty Wealth Management first reported a position in ALTL in Q4 2020 and held it in 2 quarters. The position peaked at $21K in Q1 2021. 23 funds tracked by Wall St. Rank hold ALTL as of Q2 2021.

  • Liberty Wealth Management reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q2 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 678 Pacer Lunt Large Cap Alternator ETF shares in Q2 2021, an estimated $21K.
  • Liberty Wealth Management first reported a position in Pacer Lunt Large Cap Alternator ETF in Q4 2020 and held it in 2 quarters.
  • Liberty Wealth Management's Pacer Lunt Large Cap Alternator ETF position peaked at $21K in Q1 2021.
  • 23 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2021.

Based on Liberty Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.