Benjamin F. Edwards & Company’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Benjamin F. Edwards & Company’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	-5,902	Closed	-$191K	–	2174
2023 Q3	$191K	Sell	5,902 -9	-0.2%	-$313	0.01%	744
2023 Q2	$211K	Sell	5,911 -8	-0.1%	-$286	0.01%	718
2023 Q1	$220K	Sell	5,919 -1,018	-15%	-$37.5K	0.01%	693
2022 Q4	$240K	Sell	6,937 -125	-2%	-$4.3K	0.01%	665
2022 Q3	$219K	Buy	7,062 +19	+0.3%	+$645	0.01%	648
2022 Q2	$234K	Buy	7,043 +744	+12%	+$25.8K	0.01%	636
2022 Q1	$234K	Hold	6,299	–	–	0.01%	635
2021 Q4	$251K	Sell	6,299 -1,901	-23%	-$73.6K	0.01%	621
2021 Q3	$308K	Sell	8,200 -216	-3%	-$8.37K	0.02%	549
2021 Q2	$320K	Hold	8,416	–	–	0.02%	538
2021 Q1	$299K	Sell	8,416 -105	-1%	-$3.53K	0.02%	573
2020 Q4	$271K	Buy	8,521 +237	+3%	+$7.03K	0.02%	558
2020 Q3	$227K	Buy	+8,284	New	+$227K	0.02%	564

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

Benjamin F. Edwards & Company's SZNE Position: Q4 2023 in Review

Benjamin F. Edwards & Company sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q4 2023, closing a stake of 5,902 shares — an estimated $191K sold.

Benjamin F. Edwards & Company first reported a position in SZNE in Q3 2020 and held it in 13 quarters. The position peaked at $320K in Q2 2021. 20 funds tracked by Wall St. Rank hold SZNE as of Q4 2023.

Benjamin F. Edwards & Company reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q4 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 5,902 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q4 2023, an estimated $191K.
Benjamin F. Edwards & Company first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q3 2020 and held it in 13 quarters.
Benjamin F. Edwards & Company's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $320K in Q2 2021.
20 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q4 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2023, filed 6 Feb 2024.