Silver Oak Securities’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Silver Oak Securities’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
2025 Q3	–	Sell	-71,079	Closed	-$2.68M	–	754
2025 Q2	$2.68M	Buy	71,079 +22	+0%	+$757	0.22%	104
2025 Q1	$2.44M	Buy	71,057 +7,242	+11%	+$266K	0.22%	100
2024 Q4	$2.37M	Buy	63,815 +9,095	+17%	+$349K	0.22%	102
2024 Q3	$2.08M	Buy	54,720 +44,580	+440%	+$1.63M	0.22%	104
2024 Q2	$350K	Buy	10,140 +2,603	+35%	+$89.9K	0.05%	267
2024 Q1	$264K	Sell	7,537 -29,135	-79%	-$989K	0.04%	317
2023 Q4	$1.23M	Buy	36,672 +30,834	+528%	+$1.02M	0.17%	144
2023 Q3	$201K	Sell	5,838 -23,378	-80%	-$866K	0.04%	291
2023 Q2	$1.1M	Sell	29,216 -3,281	-10%	-$119K	0.18%	112
2023 Q1	$1.23M	Buy	+32,497	New	+$1.27M	0.2%	94
2022 Q4	–	Sell	-5,838	Closed	-$201K	–	309
2022 Q3	$201K	Buy	+5,838	New	+$241K	0.04%	291

Other funds holding ALTL

GWM

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

LCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Silver Oak Securities's ALTL Position: Q3 2025 in Review

Silver Oak Securities sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q3 2025, closing a stake of 71,079 shares — an estimated $2.68M sold.

Silver Oak Securities first reported a position in ALTL in Q3 2022 and held it in 11 quarters. The position peaked at $2.68M in Q2 2025. 44 funds tracked by Wall St. Rank hold ALTL as of Q3 2025.

Silver Oak Securities reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q3 2025 after selling out during the quarter.
Silver Oak Securities sold 71,079 Pacer Lunt Large Cap Alternator ETF shares in Q3 2025, an estimated $2.68M.
Silver Oak Securities first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2022 and held it in 11 quarters.
Silver Oak Securities's Pacer Lunt Large Cap Alternator ETF position peaked at $2.68M in Q2 2025.
44 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q3 2025.

Based on Silver Oak Securities's 13F filing for Q3 2025, filed 21 Oct 2025.