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 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 $4.31B 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

SIA

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

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

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

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

Millington Securities Red Bank, New Jersey $362M AUM

WBI Investments Red Bank, New Jersey $362M AUM 23.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Steward Partners Investment Advisory's ALTL Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Pacer Lunt Large Cap Alternator ETF (ALTL) stake by 388% in Q1 2026, buying an estimated $1M and bringing the position to 28,296 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #1047.

Steward Partners Investment Advisory first reported a position in ALTL in Q1 2021 and has held it in 13 quarters since. The position peaked at $3.69M in Q4 2022. 41 funds tracked by Wall St. Rank hold ALTL as of Q1 2026.

Steward Partners Investment Advisory held 28,296 shares of Pacer Lunt Large Cap Alternator ETF worth $1.24M as of Q1 2026.
Steward Partners Investment Advisory bought 22,500 Pacer Lunt Large Cap Alternator ETF shares in Q1 2026, an estimated $1M.
Pacer Lunt Large Cap Alternator ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1047 holding.
Steward Partners Investment Advisory first reported a position in Pacer Lunt Large Cap Alternator ETF in Q1 2021 and has held it in 13 quarters since.
Steward Partners Investment Advisory's Pacer Lunt Large Cap Alternator ETF position peaked at $3.69M in Q4 2022.
41 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.