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

Affinity Wealth Management’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
2023 Q4	–	Sell	-6,717	Closed	-$218K	–	113
2023 Q3	$218K	Buy	6,717 +3	+0%	+$104	0.05%	93
2023 Q2	$239K	Sell	6,714 -5,923	-47%	-$212K	0.05%	93
2023 Q1	$469K	Buy	12,637 +15	+0.1%	+$553	0.11%	67
2022 Q4	$436K	Buy	12,622 +1,466	+13%	+$50.4K	0.1%	60
2022 Q3	$347K	Buy	11,156 +22	+0.2%	+$747	0.09%	67
2022 Q2	$378K	Buy	11,134 +13	+0.1%	+$450	0.09%	68
2022 Q1	$410K	Buy	11,121 +2,011	+22%	+$74.5K	0.08%	65
2021 Q4	$347K	Buy	+9,110	New	+$353K	0.07%	79

Other funds holding SZNE

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RJFSA

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

Ellerson Group Annapolis, Maryland $169M AUM 34.68% 1-Year Est. Return

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

Affinity Wealth Management's SZNE Position: Q4 2023 in Review

Affinity Wealth Management sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q4 2023, closing a stake of 6,717 shares — an estimated $218K sold.

Affinity Wealth Management first reported a position in SZNE in Q4 2021 and held it in 8 quarters. The position peaked at $469K in Q1 2023. 20 funds tracked by Wall St. Rank hold SZNE as of Q4 2023.

Affinity Wealth Management reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q4 2023 after selling out during the quarter.
Affinity Wealth Management sold 6,717 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q4 2023, an estimated $218K.
Affinity Wealth Management first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q4 2021 and held it in 8 quarters.
Affinity Wealth Management's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $469K in Q1 2023.
20 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q4 2023.

Based on Affinity Wealth Management's 13F filing for Q4 2023, filed 11 Jan 2024.