CIM
SZNE

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

Cambria Investment 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
2025
Q1 		– Sell
-23,859
Closed -$875K – 453
2024
Q4 		$875K Buy
+23,859
New +$911K 0.05% 156

Other funds holding SZNE

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambria Investment Management's SZNE Position: Q1 2025 in Review

Cambria Investment Management sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q1 2025, closing a stake of 23,859 shares — an estimated $875K sold.

Cambria Investment Management first reported a position in SZNE in Q4 2024 and held it in 1 quarter. The position peaked at $875K in Q4 2024. 15 funds tracked by Wall St. Rank hold SZNE as of Q1 2025.

  • Cambria Investment Management reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q1 2025 after selling out during the quarter.
  • Cambria Investment Management sold 23,859 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q1 2025, an estimated $875K.
  • Cambria Investment Management first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q4 2024 and held it in 1 quarter.
  • Cambria Investment Management's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $875K in Q4 2024.
  • 15 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q1 2025.

Based on Cambria Investment Management's 13F filing for Q1 2025, filed 15 May 2025.