O'Donnell Financial Services’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

O'Donnell Financial Services’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
2022 Q3	–	Sell	-209,990	Closed	-$8.58M	–	24
2022 Q2	$8.58M	Buy	+209,990	New	+$8.97M	7.03%	5
2022 Q1	–	Sell	-114,329	Closed	-$5.08M	–	41
2021 Q4	$5.08M	Buy	114,329 +85,689	+299%	+$3.77M	2.35%	12
2021 Q3	$1.18M	Buy	+28,640	New	+$1.22M	0.57%	22

Other funds holding ALTL

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

RJFSA

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

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

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

O'Donnell Financial Services's ALTL Position: Q3 2022 in Review

O'Donnell Financial Services sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q3 2022, closing a stake of 209,990 shares — an estimated $8.58M sold.

O'Donnell Financial Services first reported a position in ALTL in Q3 2021 and held it in 3 quarters. The position peaked at $8.58M in Q2 2022. 85 funds tracked by Wall St. Rank hold ALTL as of Q3 2022.

O'Donnell Financial Services reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q3 2022 after selling out during the quarter.
O'Donnell Financial Services sold 209,990 Pacer Lunt Large Cap Alternator ETF shares in Q3 2022, an estimated $8.58M.
O'Donnell Financial Services first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2021 and held it in 3 quarters.
O'Donnell Financial Services's Pacer Lunt Large Cap Alternator ETF position peaked at $8.58M in Q2 2022.
85 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q3 2022.

Based on O'Donnell Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.