Money Concepts Capital’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-12,404	Closed	-$502K	–	545
2022 Q4	$502K	Buy	12,404 +6,532	+111%	+$257K	0.02%	434
2022 Q3	$210K	Buy	5,872 +2,363	+67%	+$97.4K	0.01%	417
2022 Q2	$146K	Sell	3,509 -5,061	-59%	-$216K	0.01%	482
2022 Q1	$384K	Buy	+8,570	New	+$379K	0.02%	509

Other funds holding ALTL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

LFGH

Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

Money Concepts Capital's ALTL Position: Q1 2023 in Review

Money Concepts Capital sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q1 2023, closing a stake of 12,404 shares — an estimated $502K sold.

Money Concepts Capital first reported a position in ALTL in Q1 2022 and held it in 4 quarters. The position peaked at $502K in Q4 2022. 96 funds tracked by Wall St. Rank hold ALTL as of Q1 2023.

Money Concepts Capital reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 12,404 Pacer Lunt Large Cap Alternator ETF shares in Q1 2023, an estimated $502K.
Money Concepts Capital first reported a position in Pacer Lunt Large Cap Alternator ETF in Q1 2022 and held it in 4 quarters.
Money Concepts Capital's Pacer Lunt Large Cap Alternator ETF position peaked at $502K in Q4 2022.
96 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.