Wealth Enhancement Advisory Services
ALTL icon

Wealth Enhancement Advisory Services’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		– Sell
-6,376
Closed -$223K – 2622
2024
Q1 		$223K Sell
6,376
-1,604
-20% -$54.5K ﹤0.01% 2119
2023
Q4 		$268K Sell
7,980
-292,894
-97% -$9.66M ﹤0.01% 1892
2023
Q3 		$10.4M Buy
+300,874
New +$11.1M 0.03% 398

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
EA
Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return
LCM
Lunt Capital Management Holladay, Utah $260M AUM 10.98% 1-Year Est. Return
LPL Financial
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

Wealth Enhancement Advisory Services's ALTL Position: Q2 2024 in Review

Wealth Enhancement Advisory Services sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q2 2024, closing a stake of 6,376 shares — an estimated $223K sold.

Wealth Enhancement Advisory Services first reported a position in ALTL in Q3 2023 and held it in 3 quarters. The position peaked at $10.4M in Q3 2023. 61 funds tracked by Wall St. Rank hold ALTL as of Q2 2024.

  • Wealth Enhancement Advisory Services reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q2 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 6,376 Pacer Lunt Large Cap Alternator ETF shares in Q2 2024, an estimated $223K.
  • Wealth Enhancement Advisory Services first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2023 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Pacer Lunt Large Cap Alternator ETF position peaked at $10.4M in Q3 2023.
  • 61 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q2 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2024, filed 16 Jul 2024.