Strategic Asset Management’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Strategic Asset Management’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
2022 Q3	$191K	Sell	5,328 -932	-15%	-$38.4K	0.33%	49
2022 Q2	$256K	Buy	6,260 +1,129	+22%	+$48.2K	0.41%	51
2022 Q1	$230K	Buy	5,131 +2,709	+112%	+$120K	0.33%	53
2021 Q4	$111K	Buy	2,422 +2,372	+4,744%	+$104K	0.15%	90
2021 Q3	$2K	Buy	+50	New	+$2.13K	﹤0.01%	429

Other funds holding ALTL

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

WWM

Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

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

SIA

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

Strategic Asset Management's ALTL Position: Q3 2022 in Review

Strategic Asset Management reduced its Pacer Lunt Large Cap Alternator ETF (ALTL) stake by 15% in Q3 2022, selling an estimated $38.4K and leaving 5,328 shares worth $191K. The position accounts for 0.33% of the portfolio, ranked #49.

Strategic Asset Management first reported a position in ALTL in Q3 2021 and has held it in 5 quarters since. The position peaked at $256K in Q2 2022. 85 funds tracked by Wall St. Rank hold ALTL as of Q3 2022.

Strategic Asset Management held 5,328 shares of Pacer Lunt Large Cap Alternator ETF worth $191K as of Q3 2022.
Strategic Asset Management sold 932 Pacer Lunt Large Cap Alternator ETF shares in Q3 2022, an estimated $38.4K.
Pacer Lunt Large Cap Alternator ETF made up 0.33% of Strategic Asset Management's portfolio in Q3 2022, its #49 holding.
Strategic Asset Management first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2021 and has held it in 5 quarters since.
Strategic Asset Management's Pacer Lunt Large Cap Alternator ETF position peaked at $256K in Q2 2022.
85 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q3 2022.

Based on Strategic Asset Management's 13F filing for Q3 2022, filed 1 Nov 2022.