Cambridge Investment Research Advisors
SZNE

Cambridge Investment Research Advisors’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Cambridge Investment Research Advisors’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
-7,462
Closed -$242K – 3302
2023
Q3 		$242K Sell
7,462
-369
-5% -$12.8K ﹤0.01% 2669
2023
Q2 		$279K Sell
7,831
-1,827
-19% -$65.3K ﹤0.01% 2595
2023
Q1 		$358K Sell
9,658
-1,137
-11% -$41.9K ﹤0.01% 2332
2022
Q4 		$373K Buy
10,795
+211
+2% +$7.26K ﹤0.01% 2260
2022
Q3 		$329K Sell
10,584
-1,026
-9% -$34.8K ﹤0.01% 2288
2022
Q2 		$386K Buy
11,610
+457
+4% +$15.8K ﹤0.01% 2157
2022
Q1 		$414K Buy
11,153
+4
+0% +$148 ﹤0.01% 2259
2021
Q4 		$444K Sell
11,149
-735
-6% -$28.5K ﹤0.01% 2205
2021
Q3 		$446K Buy
11,884
+2,945
+33% +$114K ﹤0.01% 2131
2021
Q2 		$340K Buy
8,939
+875
+11% +$32.7K ﹤0.01% 2380
2021
Q1 		$286K Buy
8,064
+702
+10% +$23.6K ﹤0.01% 2316
2020
Q4 		$234K Buy
+7,362
New +$218K ﹤0.01% 2356
2020
Q1 		– Sell
-6,683
Closed -$208K – 2462
2019
Q4 		$208K Buy
+6,683
New +$200K ﹤0.01% 2184

Other funds holding SZNE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return
EG
Ellerson Group Annapolis, Maryland $153M AUM 41.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return