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

Maridea 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
2025
Q4 		– Sell
-4,613
Closed -$201K – 408
2025
Q3 		$201K Buy
+4,613
New +$186K 0.03% 411

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Maridea Wealth Management's ALTL Position: Q4 2025 in Review

Maridea Wealth Management sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q4 2025, closing a stake of 4,613 shares — an estimated $201K sold.

Maridea Wealth Management first reported a position in ALTL in Q3 2025 and held it in 1 quarter. The position peaked at $201K in Q3 2025. 46 funds tracked by Wall St. Rank hold ALTL as of Q4 2025.

  • Maridea Wealth Management reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q4 2025 after selling out during the quarter.
  • Maridea Wealth Management sold 4,613 Pacer Lunt Large Cap Alternator ETF shares in Q4 2025, an estimated $201K.
  • Maridea Wealth Management first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2025 and held it in 1 quarter.
  • Maridea Wealth Management's Pacer Lunt Large Cap Alternator ETF position peaked at $201K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q4 2025.

Based on Maridea Wealth Management's 13F filing for Q4 2025, filed 8 Jan 2026.