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 Q3	$6.29K	Buy	+161	New	+$7.49K	﹤0.01%	2574
2026 Q2	–	Sell	-161	Closed	-$7.06K	–	2623
2026 Q1	$7.06K	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	$5.6K	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

Geneos Wealth Management Englewood, Colorado $5.32B AUM 16.49% 1-Year Est. Return

Lunt Capital Management Holladay, Utah $263M AUM 6.88% 1-Year Est. Return

Soltis Investment Advisors St. George, Utah $2.19B AUM 21.45% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $9.42B AUM 19.31% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $384M AUM 34.15% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.98B AUM 14.31% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

O'Shaughnessy Asset Management's ALTL Position: Q3 2026 in Review

O'Shaughnessy Asset Management opened a new position in Pacer Lunt Large Cap Alternator ETF (ALTL) in Q3 2026: 161 shares worth $6.29K. The stake represents ﹤0.01% of the portfolio and ranks #2574 among its holdings. This is a return to the name: O'Shaughnessy Asset Management previously reported a position in ALTL as recently as Q1 2026.

O'Shaughnessy Asset Management first reported a position in ALTL in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.2K in Q3 2023. 24 funds tracked by Wall St. Rank hold ALTL as of Q3 2026.

O'Shaughnessy Asset Management held 161 shares of Pacer Lunt Large Cap Alternator ETF worth $6.29K as of Q3 2026.
Pacer Lunt Large Cap Alternator ETF was a new O'Shaughnessy Asset Management position in Q3 2026.
Pacer Lunt Large Cap Alternator ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q3 2026, its #2574 holding.
O'Shaughnessy Asset Management first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2023 and has held it in 12 quarters since.
O'Shaughnessy Asset Management's Pacer Lunt Large Cap Alternator ETF position peaked at $12.2K in Q3 2023.
24 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q3 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.