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Tradition Wealth Management’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Tradition Wealth 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
2024
Q1 		– Sell
-1,157
Closed -$39K – 420
2023
Q4 		$39K Sell
1,157
-703
-38% -$23.2K ﹤0.01% 686
2023
Q3 		$64K Sell
1,860
-570
-23% -$21.1K 0.01% 549
2023
Q2 		$91K Sell
2,430
-292
-11% -$10.6K 0.01% 469
2023
Q1 		$103K Buy
+2,722
New +$106K 0.01% 434

Other funds holding ALTL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return

Tradition Wealth Management's ALTL Position: Q1 2024 in Review

Tradition Wealth Management sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q1 2024, closing a stake of 1,157 shares — an estimated $39K sold.

Tradition Wealth Management first reported a position in ALTL in Q1 2023 and held it in 4 quarters. The position peaked at $103K in Q1 2023. 66 funds tracked by Wall St. Rank hold ALTL as of Q1 2024.

  • Tradition Wealth Management reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,157 Pacer Lunt Large Cap Alternator ETF shares in Q1 2024, an estimated $39K.
  • Tradition Wealth Management first reported a position in Pacer Lunt Large Cap Alternator ETF in Q1 2023 and held it in 4 quarters.
  • Tradition Wealth Management's Pacer Lunt Large Cap Alternator ETF position peaked at $103K in Q1 2023.
  • 66 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.