NewEdge Advisors’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

NewEdge Advisors’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
2026 Q1	$3.12K	Sell	71 -5,044	-99%	-$225K	﹤0.01%	3705
2025 Q4	$220K	Buy	5,115 +5,044	+7,104%	+$218K	﹤0.01%	2532
2025 Q3	$3.02K	Hold	71	–	–	﹤0.01%	3681
2025 Q2	$2.67K	Hold	71	–	–	﹤0.01%	3565
2025 Q1	$2.47K	Buy	+71	New	+$2.61K	﹤0.01%	3463
2024 Q1	–	Sell	-241	Closed	-$8.11K	–	3814
2023 Q4	$8.11K	Hold	241	–	–	﹤0.01%	2944
2023 Q3	$8.3K	Hold	241	–	–	﹤0.01%	2640
2023 Q2	$9.05K	Sell	241 -5,199	-96%	-$188K	﹤0.01%	2629
2023 Q1	$207K	Sell	5,440 -2,949	-35%	-$115K	﹤0.01%	1534
2022 Q4	$339	Buy	+8,389	New	+$330K	﹤0.01%	3237
2022 Q3	–	Sell	-169,728	Closed	-$6.95M	–	1527
2022 Q2	$6.95M	Buy	169,728 +40,727	+32%	+$1.74M	0.12%	184
2022 Q1	$5.78M	Buy	129,001 +6,669	+5%	+$295K	0.09%	215
2021 Q4	$5.61M	Buy	122,332 +6,201	+5%	+$273K	0.08%	224
2021 Q3	$4.78M	Buy	+116,131	New	+$4.96M	0.12%	178

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Millington Securities Red Bank, New Jersey $362M AUM

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

NewEdge Advisors's ALTL Position: Q1 2026 in Review

NewEdge Advisors reduced its Pacer Lunt Large Cap Alternator ETF (ALTL) stake by 99% in Q1 2026, selling an estimated $225K and leaving 71 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #3705.

NewEdge Advisors first reported a position in ALTL in Q3 2021 and has held it in 14 quarters since. The position peaked at $6.95M in Q2 2022. 41 funds tracked by Wall St. Rank hold ALTL as of Q1 2026.

NewEdge Advisors held 71 shares of Pacer Lunt Large Cap Alternator ETF worth $3.12K as of Q1 2026.
NewEdge Advisors sold 5,044 Pacer Lunt Large Cap Alternator ETF shares in Q1 2026, an estimated $225K.
Pacer Lunt Large Cap Alternator ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3705 holding.
NewEdge Advisors first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2021 and has held it in 14 quarters since.
NewEdge Advisors's Pacer Lunt Large Cap Alternator ETF position peaked at $6.95M in Q2 2022.
41 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.