Realta Investment Advisors’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Realta Investment Advisors’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
2024 Q3	–	Sell	-200	Closed	-$6.91K	–	366
2024 Q2	$6.91K	Sell	200 -4,230	-95%	-$146K	﹤0.01%	699
2024 Q1	$155K	Buy	+4,430	New	+$150K	0.03%	434
2023 Q4	–	Sell	-6,015	Closed	-$226K	–	450
2023 Q3	$226K	Hold	6,015	–	–	0.05%	361
2023 Q2	$226K	Buy	+6,015	New	+$217K	0.05%	371
2023 Q1	–	Sell	-2,865	Closed	-$116K	–	433
2022 Q4	$116K	Buy	2,865 +2,380	+491%	+$93.6K	0.03%	465
2022 Q3	$17K	Buy	+485	New	+$20K	﹤0.01%	629

Other funds holding ALTL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

SIA

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Realta Investment Advisors's ALTL Position: Q3 2024 in Review

Realta Investment Advisors sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q3 2024, closing a stake of 200 shares — an estimated $6.91K sold.

Realta Investment Advisors first reported a position in ALTL in Q3 2022 and held it in 6 quarters. The position peaked at $226K in Q3 2023. 54 funds tracked by Wall St. Rank hold ALTL as of Q3 2024.

Realta Investment Advisors reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q3 2024 after selling out during the quarter.
Realta Investment Advisors sold 200 Pacer Lunt Large Cap Alternator ETF shares in Q3 2024, an estimated $6.91K.
Realta Investment Advisors first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2022 and held it in 6 quarters.
Realta Investment Advisors's Pacer Lunt Large Cap Alternator ETF position peaked at $226K in Q3 2023.
54 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.