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

Optimum Investment 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
2022 Q2	–	Sell	-750	Closed	-$34K	–	823
2022 Q1	$34K	Sell	750 -3,631	-83%	-$160K	0.01%	503
2021 Q4	$201K	Buy	4,381 +4	+0.1%	+$176	0.08%	220
2021 Q3	$180K	Buy	4,377 +8	+0.2%	+$342	0.08%	233
2021 Q2	$179K	Buy	+4,369	New	+$178K	0.06%	276

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

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

SIA

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

CWAF

Core Wealth Advisors (Florida) Lakeland, Florida $419M AUM 16.86% 1-Year Est. Return

Optimum Investment Advisors's ALTL Position: Q2 2022 in Review

Optimum Investment Advisors sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q2 2022, closing a stake of 750 shares — an estimated $34K sold.

Optimum Investment Advisors first reported a position in ALTL in Q2 2021 and held it in 4 quarters. The position peaked at $201K in Q4 2021. 75 funds tracked by Wall St. Rank hold ALTL as of Q2 2022.

Optimum Investment Advisors reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q2 2022 after selling out during the quarter.
Optimum Investment Advisors sold 750 Pacer Lunt Large Cap Alternator ETF shares in Q2 2022, an estimated $34K.
Optimum Investment Advisors first reported a position in Pacer Lunt Large Cap Alternator ETF in Q2 2021 and held it in 4 quarters.
Optimum Investment Advisors's Pacer Lunt Large Cap Alternator ETF position peaked at $201K in Q4 2021.
75 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2022.

Based on Optimum Investment Advisors's 13F filing for Q2 2022, filed 12 Jul 2022.