AW
SZNE

ACG Wealth’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

ACG Wealth’s Portfolio SZNE Stock Details SZNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-200
Closed -$7K – 917
2022
Q2 		$7K Buy
+200
New +$6.92K ﹤0.01% 739

Other funds holding SZNE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $2.63B AUM 21.3% 1-Year Est. Return

ACG Wealth's SZNE Position: Q3 2022 in Review

ACG Wealth sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q3 2022, closing a stake of 200 shares — an estimated $7K sold.

ACG Wealth first reported a position in SZNE in Q2 2022 and held it in 1 quarter. The position peaked at $7K in Q2 2022. 24 funds tracked by Wall St. Rank hold SZNE as of Q3 2022.

  • ACG Wealth reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 200 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q3 2022, an estimated $7K.
  • ACG Wealth first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $7K in Q2 2022.
  • 24 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.