Prospera Financial Services’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Prospera 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
2023 Q2	–	Sell	-5,760	Closed	-$219K	–	1010
2023 Q1	$219K	Sell	5,760 -115	-2%	-$4.49K	0.01%	879
2022 Q4	$238K	Sell	5,875 -290	-5%	-$11.4K	0.01%	790
2022 Q3	$221K	Buy	6,165 +1,030	+20%	+$42.5K	0.01%	750
2022 Q2	$210K	Buy	5,135 +1,770	+53%	+$75.6K	0.01%	722
2022 Q1	$151K	Buy	+3,365	New	+$149K	0.01%	969

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

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

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

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

LFGH

Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Prospera Financial Services's ALTL Position: Q2 2023 in Review

Prospera Financial Services sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q2 2023, closing a stake of 5,760 shares — an estimated $219K sold.

Prospera Financial Services first reported a position in ALTL in Q1 2022 and held it in 5 quarters. The position peaked at $238K in Q4 2022. 76 funds tracked by Wall St. Rank hold ALTL as of Q2 2023.

Prospera Financial Services reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q2 2023 after selling out during the quarter.
Prospera Financial Services sold 5,760 Pacer Lunt Large Cap Alternator ETF shares in Q2 2023, an estimated $219K.
Prospera Financial Services first reported a position in Pacer Lunt Large Cap Alternator ETF in Q1 2022 and held it in 5 quarters.
Prospera Financial Services's Pacer Lunt Large Cap Alternator ETF position peaked at $238K in Q4 2022.
76 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2023.

Based on Prospera Financial Services's 13F filing for Q2 2023, filed 8 Aug 2023.