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

Stifel Financial’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	-7,999	Closed	-$305K	–	3377
2024 Q3	$305K	Buy	+7,999	New	+$293K	﹤0.01%	2951
2024 Q2	–	Sell	-15,565	Closed	-$545K	–	3366
2024 Q1	$545K	Buy	15,565 +1,632	+12%	+$55.4K	﹤0.01%	2558
2023 Q4	$469K	Buy	+13,933	New	+$460K	﹤0.01%	2602
2023 Q3	–	Sell	-8,380	Closed	-$315K	–	3279
2023 Q2	$315K	Sell	8,380 -22,625	-73%	-$817K	﹤0.01%	2793
2023 Q1	$1.18M	Sell	31,005 -24,412	-44%	-$953K	﹤0.01%	1939
2022 Q4	$2.24M	Sell	55,417 -10,816	-16%	-$425K	﹤0.01%	1440
2022 Q3	$2.37M	Buy	66,233 +29,002	+78%	+$1.2M	﹤0.01%	1348
2022 Q2	$1.52M	Buy	+37,231	New	+$1.59M	﹤0.01%	1686

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

Stifel Financial's ALTL Position: Q4 2024 in Review

Stifel Financial sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q4 2024, closing a stake of 7,999 shares — an estimated $305K sold.

Stifel Financial first reported a position in ALTL in Q2 2022 and held it in 8 quarters. The position peaked at $2.37M in Q3 2022. 52 funds tracked by Wall St. Rank hold ALTL as of Q4 2024.

Stifel Financial reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q4 2024 after selling out during the quarter.
Stifel Financial sold 7,999 Pacer Lunt Large Cap Alternator ETF shares in Q4 2024, an estimated $305K.
Stifel Financial first reported a position in Pacer Lunt Large Cap Alternator ETF in Q2 2022 and held it in 8 quarters.
Stifel Financial's Pacer Lunt Large Cap Alternator ETF position peaked at $2.37M in Q3 2022.
52 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q4 2024.

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