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Tyler-Stone Wealth Management’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Tyler-Stone 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
-435
Closed -$14.6K – 964
2023
Q4 		$14.6K Hold
435
– – 0.01% 565
2023
Q3 		$15K Hold
435
– – 0.01% 527
2023
Q2 		$16K Buy
+435
New +$15.7K 0.01% 512

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

Tyler-Stone Wealth Management's ALTL Position: Q1 2024 in Review

Tyler-Stone Wealth Management sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q1 2024, closing a stake of 435 shares — an estimated $14.6K sold.

Tyler-Stone Wealth Management first reported a position in ALTL in Q2 2023 and held it in 3 quarters. The position peaked at $16K in Q2 2023. 66 funds tracked by Wall St. Rank hold ALTL as of Q1 2024.

  • Tyler-Stone Wealth Management reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q1 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 435 Pacer Lunt Large Cap Alternator ETF shares in Q1 2024, an estimated $14.6K.
  • Tyler-Stone Wealth Management first reported a position in Pacer Lunt Large Cap Alternator ETF in Q2 2023 and held it in 3 quarters.
  • Tyler-Stone Wealth Management's Pacer Lunt Large Cap Alternator ETF position peaked at $16K in Q2 2023.
  • 66 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q1 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.