BTI
SZNE

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

Blue Trust Inc’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
2025
Q4 		– Sell
-43
Closed -$1.47K – 2717
2025
Q3 		$1.47K Buy
+43
New +$1.48K ﹤0.01% 2223

Other funds holding SZNE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Blue Trust Inc's SZNE Position: Q4 2025 in Review

Blue Trust Inc sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q4 2025, closing a stake of 43 shares — an estimated $1.47K sold.

Blue Trust Inc first reported a position in SZNE in Q3 2025 and held it in 1 quarter. The position peaked at $1.47K in Q3 2025. 12 funds tracked by Wall St. Rank hold SZNE as of Q4 2025.

  • Blue Trust Inc reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 43 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q4 2025, an estimated $1.47K.
  • Blue Trust Inc first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q3 2025 and held it in 1 quarter.
  • Blue Trust Inc's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $1.47K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.