BBA
SZNE

Braun-Bostich & Associates’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Braun-Bostich & Associates’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
2022
Q1 		– Sell
-9,110
Closed -$347K – 137
2021
Q4 		$347K Buy
+9,110
New +$353K 0.08% 75

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

Braun-Bostich & Associates's SZNE Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q1 2022, closing a stake of 9,110 shares — an estimated $347K sold.

Braun-Bostich & Associates first reported a position in SZNE in Q4 2021 and held it in 1 quarter. The position peaked at $347K in Q4 2021. 25 funds tracked by Wall St. Rank hold SZNE as of Q1 2022.

  • Braun-Bostich & Associates reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q1 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 9,110 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q1 2022, an estimated $347K.
  • Braun-Bostich & Associates first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q4 2021 and held it in 1 quarter.
  • Braun-Bostich & Associates's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $347K in Q4 2021.
  • 25 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.