O'Shaughnessy Asset Management’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

O'Shaughnessy Asset Management’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	$7.07K	Hold	161	–	–	﹤0.01%	2458
2025 Q4	$6.91K	Hold	161	–	–	﹤0.01%	2451
2025 Q3	$6.84K	Hold	161	–	–	﹤0.01%	2384
2025 Q2	$6.06K	Hold	161	–	–	﹤0.01%	2215
2025 Q1	$5.61K	Hold	161	–	–	﹤0.01%	2169
2024 Q4	$5.98K	Hold	161	–	–	﹤0.01%	2092
2024 Q3	$6.2K	Hold	161	–	–	﹤0.01%	2024
2024 Q2	$5.56K	Hold	161	–	–	﹤0.01%	1877
2024 Q1	$5.64K	Hold	161	–	–	﹤0.01%	1794
2023 Q4	$5.41K	Sell	161 -193	-55%	-$6.37K	﹤0.01%	1673
2023 Q3	$12.2K	Buy	+354	New	+$13.1K	﹤0.01%	1538

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

O'Shaughnessy Asset Management's ALTL Position: Q1 2026 in Review

O'Shaughnessy Asset Management held its Pacer Lunt Large Cap Alternator ETF (ALTL) position steady in Q1 2026 at 161 shares worth $7.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2458.

O'Shaughnessy Asset Management first reported a position in ALTL in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.2K in Q3 2023. 41 funds tracked by Wall St. Rank hold ALTL as of Q1 2026.

O'Shaughnessy Asset Management held 161 shares of Pacer Lunt Large Cap Alternator ETF worth $7.07K as of Q1 2026.
O'Shaughnessy Asset Management left its Pacer Lunt Large Cap Alternator ETF share count unchanged in Q1 2026.
Pacer Lunt Large Cap Alternator ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2458 holding.
O'Shaughnessy Asset Management first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2023 and has held it in 11 quarters since.
O'Shaughnessy Asset Management's Pacer Lunt Large Cap Alternator ETF position peaked at $12.2K in Q3 2023.
41 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.