BankPlus Trust Department’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

BankPlus Trust Department’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
2026 Q1	–	Sell	-214	Closed	-$7.47K	–	485
2025 Q4	$7.47K	Buy	+214	New	+$7.41K	﹤0.01%	381

Other funds holding SZNE

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

BankPlus Trust Department's SZNE Position: Q1 2026 in Review

BankPlus Trust Department sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q1 2026, closing a stake of 214 shares — an estimated $7.47K sold.

BankPlus Trust Department first reported a position in SZNE in Q4 2025 and held it in 1 quarter. The position peaked at $7.47K in Q4 2025. 12 funds tracked by Wall St. Rank hold SZNE as of Q1 2026.

BankPlus Trust Department reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q1 2026 after selling out during the quarter.
BankPlus Trust Department sold 214 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q1 2026, an estimated $7.47K.
BankPlus Trust Department first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q4 2025 and held it in 1 quarter.
BankPlus Trust Department's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $7.47K in Q4 2025.
12 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.