RJT
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Raymond James Trust’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Raymond James Trust’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
Q3 		– Sell
-12,727
Closed -$478K – 1155
2023
Q2 		$478K Hold
12,727
– – 0.01% 689
2023
Q1 		$483K Buy
12,727
+4,469
+54% +$174K 0.02% 650
2022
Q4 		$334K Buy
+8,258
New +$325K 0.01% 779

Other funds holding ALTL

Bank of America
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LFGH
Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Trust's ALTL Position: Q3 2023 in Review

Raymond James Trust sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q3 2023, closing a stake of 12,727 shares — an estimated $478K sold.

Raymond James Trust first reported a position in ALTL in Q4 2022 and held it in 3 quarters. The position peaked at $483K in Q1 2023. 75 funds tracked by Wall St. Rank hold ALTL as of Q3 2023.

  • Raymond James Trust reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q3 2023 after selling out during the quarter.
  • Raymond James Trust sold 12,727 Pacer Lunt Large Cap Alternator ETF shares in Q3 2023, an estimated $478K.
  • Raymond James Trust first reported a position in Pacer Lunt Large Cap Alternator ETF in Q4 2022 and held it in 3 quarters.
  • Raymond James Trust's Pacer Lunt Large Cap Alternator ETF position peaked at $483K in Q1 2023.
  • 75 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q3 2023.

Based on Raymond James Trust's 13F filing for Q3 2023, filed 14 Nov 2023.