SPC Financial Inc’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

SPC Financial Inc’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 Q4	–	Sell	-112,182	Closed	-$4.28M	–	261
2024 Q3	$4.28M	Buy	112,182 +5,452	+5%	+$199K	0.38%	56
2024 Q2	$3.69M	Buy	106,730 +7,934	+8%	+$274K	0.34%	56
2024 Q1	$3.46M	Buy	98,796 +4,812	+5%	+$163K	0.33%	55
2023 Q4	$3.16M	Buy	93,984 +15,521	+20%	+$512K	0.32%	52
2023 Q3	$2.7M	Buy	78,463 +4,044	+5%	+$150K	0.3%	55
2023 Q2	$2.79M	Buy	74,419 +7,601	+11%	+$275K	0.3%	50
2023 Q1	$2.54M	Sell	66,818 -118	-0.2%	-$4.61K	0.29%	48
2022 Q4	$2.71M	Buy	+66,936	New	+$2.63M	0.32%	51

Other funds holding ALTL

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

GWM

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

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

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

LCM

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

SIA

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

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

SPC Financial Inc's ALTL Position: Q4 2024 in Review

SPC Financial Inc sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q4 2024, closing a stake of 112,182 shares — an estimated $4.28M sold.

SPC Financial Inc first reported a position in ALTL in Q4 2022 and held it in 8 quarters. The position peaked at $4.28M in Q3 2024. 52 funds tracked by Wall St. Rank hold ALTL as of Q4 2024.

SPC Financial Inc reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q4 2024 after selling out during the quarter.
SPC Financial Inc sold 112,182 Pacer Lunt Large Cap Alternator ETF shares in Q4 2024, an estimated $4.28M.
SPC Financial Inc first reported a position in Pacer Lunt Large Cap Alternator ETF in Q4 2022 and held it in 8 quarters.
SPC Financial Inc's Pacer Lunt Large Cap Alternator ETF position peaked at $4.28M in Q3 2024.
52 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q4 2024.

Based on SPC Financial Inc's 13F filing for Q4 2024, filed 6 Feb 2025.