Sigma Planning Corp’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Sigma Planning Corp’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 Q4	–	Sell	-10,593	Closed	-$365K	–	851
2023 Q3	$365K	Sell	10,593 -24,648	-70%	-$913K	0.01%	845
2023 Q2	$1.32M	Sell	35,241 -27,945	-44%	-$1.01M	0.05%	376
2023 Q1	$2.4M	Buy	63,186 +52,091	+469%	+$2.03M	0.08%	252
2022 Q4	$449K	Buy	11,095 +1,600	+17%	+$62.9K	0.02%	800
2022 Q3	$340K	Buy	9,495 +3,319	+54%	+$137K	0.01%	901
2022 Q2	$253K	Sell	6,176 -63,995	-91%	-$2.73M	0.01%	1063
2022 Q1	$3.14M	Buy	70,171 +7,848	+13%	+$347K	0.09%	216
2021 Q4	$2.86M	Buy	62,323 +4,713	+8%	+$207K	0.08%	255
2021 Q3	$2.37M	Buy	+57,610	New	+$2.46M	0.07%	284

Other funds holding ALTL

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

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

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

LFGH

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GWM

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

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

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

SIA

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

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

Sigma Planning Corp's ALTL Position: Q4 2023 in Review

Sigma Planning Corp sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q4 2023, closing a stake of 10,593 shares — an estimated $365K sold.

Sigma Planning Corp first reported a position in ALTL in Q3 2021 and held it in 9 quarters. The position peaked at $3.14M in Q1 2022. 68 funds tracked by Wall St. Rank hold ALTL as of Q4 2023.

Sigma Planning Corp reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q4 2023 after selling out during the quarter.
Sigma Planning Corp sold 10,593 Pacer Lunt Large Cap Alternator ETF shares in Q4 2023, an estimated $365K.
Sigma Planning Corp first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2021 and held it in 9 quarters.
Sigma Planning Corp's Pacer Lunt Large Cap Alternator ETF position peaked at $3.14M in Q1 2022.
68 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.