Orion Portfolio Solutions’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Orion Portfolio Solutions’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	-28,871	Closed	-$1.17M	–	1556
2022 Q4	$1.17M	Buy	28,871 +54	+0.2%	+$2.12K	0.04%	269
2022 Q3	$1.03M	Sell	28,817 -1,949	-6%	-$80.3K	0.04%	261
2022 Q2	$1.26M	Sell	30,766 -177	-0.6%	-$7.56K	0.05%	215
2022 Q1	$1.39M	Buy	30,943 +6,218	+25%	+$275K	0.05%	220
2021 Q4	$1.13M	Buy	+24,725	New	+$1.09M	0.04%	249

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

Orion Portfolio Solutions's ALTL Position: Q1 2023 in Review

Orion Portfolio Solutions sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q1 2023, closing a stake of 28,871 shares — an estimated $1.17M sold.

Orion Portfolio Solutions first reported a position in ALTL in Q4 2021 and held it in 5 quarters. The position peaked at $1.39M in Q1 2022. 96 funds tracked by Wall St. Rank hold ALTL as of Q1 2023.

Orion Portfolio Solutions reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q1 2023 after selling out during the quarter.
Orion Portfolio Solutions sold 28,871 Pacer Lunt Large Cap Alternator ETF shares in Q1 2023, an estimated $1.17M.
Orion Portfolio Solutions first reported a position in Pacer Lunt Large Cap Alternator ETF in Q4 2021 and held it in 5 quarters.
Orion Portfolio Solutions's Pacer Lunt Large Cap Alternator ETF position peaked at $1.39M in Q1 2022.
96 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2023.

Based on Orion Portfolio Solutions's 13F filing for Q1 2023, filed 15 May 2023.