Cambridge Investment Research Advisors, Inc. ALTL — PACER FDS TR LUNT

Ownership history in Cambridge Investment Research Advisors, Inc.  ·  21 quarters on record

AI Ownership Summary

Cambridge Investment Research Advisors, Inc. reported PACER FDS TR LUNT (ALTL) in 21 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows ALTL at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ALTL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cambridge Investment Research Advisors, Inc.'s position in PACER FDS TR LUNT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ALTL was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ALTL stock page Cambridge Investment Research Advisors, Inc. fund profile Cambridge Investment Research Advisors, Inc. full holdings
How Cambridge Investment Research Advisors, Inc. held ALTL — position size vs. price
% of Fund (quarterly)    ALTL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 8,993 -113 -1.2% 0.00% $461 2026-07-30 $45.84
2026 Q1 REDUCED 16.9% +14.9% ❌ 9,106 -1,846 -16.9% 0.00% $400 2026-04-30 $44.55
2025 Q4 REDUCED 11.6% +2.4% ❌ 10,952 -1,438 -11.6% 0.00% $470K 2026-02-05 $44.48
2025 Q3 REDUCED 18.7% +2.5% ❌ 12,390 -2,851 -18.7% 0.00% $526K 2025-11-12 $43.48
2025 Q2 REDUCED 9.5% +12.8% ❌ 15,241 -1,603 -9.5% 0.00% $574K 2025-07-31 $39.14
2025 Q1 REDUCED 17.0% +8.4% ❌ 16,844 -3,450 -17.0% 0.00% $586K 2025-04-22 $33.12
2024 Q4 REDUCED 19.3% -6.3% ✅ 20,294 -4,857 -19.3% 0.00% $754K 2025-02-14 $38.30
2024 Q3 REDUCED 29.7% -2.4% ✅ 25,151 -10,642 -29.7% 0.00% $960K 2024-10-28 $37.33
2024 Q2 REDUCED 18.5% +10.8% ❌ 35,793 -8,106 -18.5% 0.00% $1.2M 2024-07-26 $34.91
2024 Q1 REDUCED 24.2% -1.5% ✅ 43,899 -14,045 -24.2% 0.01% $1.5M 2024-04-24 $33.32
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ALTL

As of 2026 Q2 — sorted by position size

Lunt Capital Management, Inc. 3Y 3.85% WBI INVESTMENTS, LLC 3Y 7Y 0.44% MILLINGTON SECURITIES, LLC 0.42% Geneos Wealth Management Inc. 3Y 0.29% Soltis Investment Advisors LLC 3Y 0.29% Ergawealth Advisors, Inc. 3Y 0.11% GeoWealth Management, LLC 3Y 7Y 0.03% Summit Financial, LLC 3Y 7Y 0.02% Integrated Advisors Network LLC 3Y 0.01% Trilogy Capital Inc. 3Y 7Y 0.01%

FAQ About Cambridge Investment Research Advisors, Inc. and ALTL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cambridge Investment Research Advisors, Inc. reported owning ALTL?

Cambridge Investment Research Advisors, Inc. reported ALTL across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ALTL position in Cambridge Investment Research Advisors, Inc.'s portfolio?

The largest reported portfolio weight for ALTL was 0.01% in 2024 Q1.

What is the latest reported ALTL position on this page?

The most recent filing on this page is 2026 Q2, when Cambridge Investment Research Advisors, Inc. reported 8,993 shares, equal to 0.00% of portfolio, with an estimated market value of $461.

What does the chart on this ALTL ownership page compare?

The chart compares Cambridge Investment Research Advisors, Inc.'s quarterly ALTL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Cambridge Investment Research Advisors, Inc. time their ALTL position?

Based on 13F filing dates vs. subsequent ALTL price moves, Cambridge Investment Research Advisors, Inc. correctly timed 7 out of 20 reported position changes (35%). The annualised alpha on ALTL relative to SPY over the holding period was +46.0%.

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