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MAI Capital Management’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

MAI Capital 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
2025
Q2 		– Sell
-3,527
Closed -$123K – 3960
2025
Q1 		$123K Buy
3,527
+19
+0.5% +$698 ﹤0.01% 1315
2024
Q4 		$130K Buy
+3,508
New +$135K ﹤0.01% 1316
2022
Q3 		– Sell
-7,675
Closed -$314K – 949
2022
Q2 		$314K Buy
+7,675
New +$328K 0.01% 672

Other funds holding ALTL

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
SOS
Silver Oak Securities Jackson, Tennessee $1.37B AUM 20.67% 1-Year Est. Return

MAI Capital Management's ALTL Position: Q2 2025 in Review

MAI Capital Management sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q2 2025, closing a stake of 3,527 shares — an estimated $123K sold.

MAI Capital Management first reported a position in ALTL in Q2 2022 and held it in 3 quarters. The position peaked at $314K in Q2 2022. 44 funds tracked by Wall St. Rank hold ALTL as of Q2 2025.

  • MAI Capital Management reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q2 2025 after selling out during the quarter.
  • MAI Capital Management sold 3,527 Pacer Lunt Large Cap Alternator ETF shares in Q2 2025, an estimated $123K.
  • MAI Capital Management first reported a position in Pacer Lunt Large Cap Alternator ETF in Q2 2022 and held it in 3 quarters.
  • MAI Capital Management's Pacer Lunt Large Cap Alternator ETF position peaked at $314K in Q2 2022.
  • 44 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2025.

Based on MAI Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.