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

WT 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
2022 Q4	–	Sell	-30,295	Closed	-$1.08M	–	95
2022 Q3	$1.08M	Sell	30,295 -298	-1%	-$12.3K	0.55%	61
2022 Q2	$1.25M	Sell	30,593 -4,930	-14%	-$210K	0.62%	59
2022 Q1	$1.59M	Sell	35,523 -1,876	-5%	-$82.9K	0.61%	55
2021 Q4	$1.72M	Buy	+37,399	New	+$1.64M	0.63%	54

Other funds holding ALTL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

RJFSA

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.9B AUM 23.65% 1-Year Est. Return

SIA

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

WT Wealth Management's ALTL Position: Q4 2022 in Review

WT Wealth Management sold out of Pacer Lunt Large Cap Alternator ETF (ALTL) in Q4 2022, closing a stake of 30,295 shares — an estimated $1.08M sold.

WT Wealth Management first reported a position in ALTL in Q4 2021 and held it in 4 quarters. The position peaked at $1.72M in Q4 2021. 97 funds tracked by Wall St. Rank hold ALTL as of Q4 2022.

WT Wealth Management reported no remaining Pacer Lunt Large Cap Alternator ETF position as of Q4 2022 after selling out during the quarter.
WT Wealth Management sold 30,295 Pacer Lunt Large Cap Alternator ETF shares in Q4 2022, an estimated $1.08M.
WT Wealth Management first reported a position in Pacer Lunt Large Cap Alternator ETF in Q4 2021 and held it in 4 quarters.
WT Wealth Management's Pacer Lunt Large Cap Alternator ETF position peaked at $1.72M in Q4 2021.
97 funds tracked by Wall St. Rank held Pacer Lunt Large Cap Alternator ETF as of Q4 2022.

Based on WT Wealth Management's 13F filing for Q4 2022, filed 20 Jan 2023.