Weaver Consulting Group’s Pacer Lunt Large Cap Alternator ETF ALTL Stock Holding History

Weaver Consulting Group’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
2023 Q4	–	Sell	-10,772	Closed	-$371K	–	196
2023 Q3	$371K	Sell	10,772 -3,263	-23%	-$121K	0.17%	111
2023 Q2	$527K	Sell	14,035 -81	-0.6%	-$2.93K	0.23%	77
2023 Q1	$536K	Buy	14,116 +1,414	+11%	+$55.2K	0.25%	72
2022 Q4	$514K	Buy	12,702 +2,434	+24%	+$95.7K	0.26%	72
2022 Q3	$368K	Buy	+10,268	New	+$423K	0.21%	94

Other funds holding ALTL

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

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

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

LFGH

Lee Financial Group Hawaii Honolulu, Hawaii $128M AUM 17.61% 1-Year Est. Return

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

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

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

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

SIA

Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return

Ergawealth Advisors Oak Brook, Illinois $226M AUM 11.26% 1-Year Est. Return

Weaver Consulting Group's ALTL Position: Q4 2023 in Review

Weaver Consulting Group sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q4 2023, closing a stake of 10,772 shares — an estimated $371K sold.

Weaver Consulting Group first reported a position in ALTL in Q3 2022 and held it in 5 quarters. The position peaked at $536K in Q1 2023. 68 funds tracked by Wall St. Rank hold ALTL as of Q4 2023.

Weaver Consulting Group reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q4 2023 after selling out during the quarter.
Weaver Consulting Group sold 10,772 Pacer Lunt Large Cap Alternator ETF shares in Q4 2023, an estimated $371K.
Weaver Consulting Group first reported a position in Pacer Lunt Large Cap Alternator ETF in Q3 2022 and held it in 5 quarters.
Weaver Consulting Group's Pacer Lunt Large Cap Alternator ETF position peaked at $536K in Q1 2023.
68 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q4 2023.

Based on Weaver Consulting Group's 13F filing for Q4 2023, filed 22 Jan 2024.