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

Soltis 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
2026
Q1 		$4.48M Hold
102,012
– – 0.28% 91
2025
Q4 		$4.38M Sell
102,012
-5,913
-5% -$256K 0.29% 83
2025
Q3 		$4.58M Sell
107,925
-13,061
-11% -$526K 0.32% 74
2025
Q2 		$4.56M Sell
120,986
-1,285
-1% -$44.2K 0.36% 70
2025
Q1 		$4.26M Sell
122,271
-6,746
-5% -$248K 0.38% 74
2024
Q4 		$4.8M Sell
129,017
-18,825
-13% -$723K 0.44% 64
2024
Q3 		$5.64M Sell
147,842
-6,059
-4% -$222K 0.55% 57
2024
Q2 		$5.32M Sell
153,901
-30,237
-16% -$1.04M 0.56% 54
2024
Q1 		$6.45M Sell
184,138
-35,819
-16% -$1.22M 0.72% 35
2023
Q4 		$7.4M Sell
219,957
-129,847
-37% -$4.28M 0.83% 23
2023
Q3 		$12.1M Sell
349,804
-17,862
-5% -$661K 1.55% 12
2023
Q2 		$13.8M Sell
367,666
-3,281
-0.9% -$119K 1.6% 13
2023
Q1 		$14.1M Sell
370,947
-6,489
-2% -$253K 1.79% 13
2022
Q4 		$15.3M Sell
377,436
-54,624
-13% -$2.15M 2.01% 11
2022
Q3 		$15.5M Buy
432,060
+6,711
+2% +$277K 2.33% 9
2022
Q2 		$17.4M Buy
425,349
+10,776
+3% +$460K 2.53% 8
2022
Q1 		$18.6M Buy
414,573
+32,234
+8% +$1.42M 2.58% 8
2021
Q4 		$17.5M Sell
382,339
-834
-0.2% -$36.7K 2.47% 7
2021
Q3 		$15.8M Sell
383,173
-4,741
-1% -$202K 2.44% 7
2021
Q2 		$15.9M Buy
387,914
+27,434
+8% +$1.12M 2.52% 7
2021
Q1 		$14M Sell
360,480
-105,069
-23% -$3.81M 2.56% 7
2020
Q4 		$14.9M Sell
465,549
-490,387
-51% -$13.9M 2.75% 9
2020
Q3 		$23.9M Buy
+955,936
New +$23.8M 5.62% 3

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MS
Millington Securities Red Bank, New Jersey $362M AUM
WI
WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Soltis Investment Advisors's ALTL Position: Q1 2026 in Review

Soltis Investment Advisors held its Pacer Lunt Large Cap Alternator ETF (ALTL) position steady in Q1 2026 at 102,012 shares worth $4.48M. The position accounts for 0.28% of the portfolio, ranked #91.

Soltis Investment Advisors first reported a position in ALTL in Q3 2020 and has held it in 23 quarters since. The position peaked at $23.9M in Q3 2020. 41 funds tracked by Wall St. Rank hold ALTL as of Q1 2026.

  • Soltis Investment Advisors held 102,012 shares of Pacer Lunt Large Cap Alternator ETF worth $4.48M as of Q1 2026.
  • Soltis Investment Advisors left its Pacer Lunt Large Cap Alternator ETF share count unchanged in Q1 2026.
  • Pacer Lunt Large Cap Alternator ETF made up 0.28% of Soltis Investment Advisors's portfolio in Q1 2026, its #91 holding.
  • Soltis Investment Advisors first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2020 and has held it in 23 quarters since.
  • Soltis Investment Advisors's Pacer Lunt Large Cap Alternator ETF position peaked at $23.9M in Q3 2020.
  • 41 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.