Steward Partners Investment Advisory’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Steward Partners Investment Advisory’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 Q2	$1.48M	Buy	28,809 +513	+2%	+$24K	0.01%	1078
2026 Q1	$1.24M	Buy	28,296 +22,500	+388%	+$1M	0.01%	1047
2025 Q4	$249K	Buy	+5,796	New	+$250K	﹤0.01%	1812
2025 Q1	–	Sell	-972	Closed	-$36.1K	–	4021
2024 Q4	$36.1K	Hold	972	–	–	﹤0.01%	2513
2024 Q3	$37.1K	Hold	972	–	–	﹤0.01%	2383
2024 Q2	$33.6K	Sell	972 -1,321	-58%	-$45.6K	﹤0.01%	2292
2024 Q1	$80.3K	Buy	2,293 +270	+13%	+$9.17K	﹤0.01%	1871
2023 Q4	$68K	Sell	2,023 -7	-0.3%	-$231	﹤0.01%	1842
2023 Q3	$69.9K	Sell	2,030 -89,694	-98%	-$3.32M	﹤0.01%	1749
2023 Q2	$3.44M	Sell	91,724 -704	-0.8%	-$25.4K	0.05%	341
2023 Q1	$3.51M	Buy	92,428 +1,260	+1%	+$49.2K	0.06%	333
2022 Q4	$3.69M	Buy	91,168 +10,197	+13%	+$401K	0.06%	309
2022 Q3	$2.9M	Buy	+80,971	New	+$3.34M	0.05%	338
2021 Q2	–	Sell	-3,300	Closed	-$128K	–	7079
2021 Q1	$128K	Buy	+3,300	New	+$120K	﹤0.01%	1501

Other funds holding ALTL

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

LCM

Lunt Capital Management Holladay, Utah $273M AUM 15.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SIA

Soltis Investment Advisors St. George, Utah $1.8B AUM 27.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WBI Investments Red Bank, New Jersey $403M AUM 42.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Steward Partners Investment Advisory's ALTL Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Pacer Lunt Large Cap Alternator ETF (ALTL) stake by 1.8% in Q2 2026, buying an estimated $24K and bringing the position to 28,809 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #1078.

Steward Partners Investment Advisory first reported a position in ALTL in Q1 2021 and has held it in 14 quarters since. The position peaked at $3.69M in Q4 2022. 37 funds tracked by Wall St. Rank hold ALTL as of Q2 2026.

Steward Partners Investment Advisory held 28,809 shares of Pacer Lunt Large Cap Alternator ETF worth $1.48M as of Q2 2026.
Steward Partners Investment Advisory bought 513 Pacer Lunt Large Cap Alternator ETF shares in Q2 2026, an estimated $24K.
Pacer Lunt Large Cap Alternator ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1078 holding.
Steward Partners Investment Advisory first reported a position in Pacer Lunt Large Cap Alternator ETF in Q1 2021 and has held it in 14 quarters since.
Steward Partners Investment Advisory's Pacer Lunt Large Cap Alternator ETF position peaked at $3.69M in Q4 2022.
37 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.