AG
SZNE

Advisor Group’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Advisor Group’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
2019
Q4 		$770K Buy
24,703
+3,422
+16% +$102K 0.01% 1371
2019
Q3 		$616K Buy
21,281
+17,726
+499% +$511K ﹤0.01% 1460
2019
Q2 		$102K Buy
3,555
+2,216
+165% +$62.3K ﹤0.01% 2847
2019
Q1 		$37K Buy
+1,339
New +$34.6K ﹤0.01% 3591

Other funds holding SZNE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Advisor Group's SZNE Position: Q4 2019 in Review

Advisor Group increased its Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) stake by 16% in Q4 2019, buying an estimated $102K and bringing the position to 24,703 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #1371.

Advisor Group first reported a position in SZNE in Q1 2019 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold SZNE as of Q4 2019.

  • Advisor Group held 24,703 shares of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF worth $770K as of Q4 2019.
  • Advisor Group bought 3,422 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q4 2019, an estimated $102K.
  • Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1371 holding.
  • Advisor Group first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q1 2019 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.