Cardan Capital Partners’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Cardan Capital Partners’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
2021 Q3	$8.03M	Buy	214,131 +2,017	+1%	+$78.2K	0.9%	42
2021 Q2	$8.06M	Buy	212,114 +2,348	+1%	+$87.8K	0.9%	37
2021 Q1	$7.45M	Buy	209,766 +67,395	+47%	+$2.26M	0.89%	39
2020 Q4	$4.53M	Buy	142,371 +6,038	+4%	+$179K	0.56%	52
2020 Q3	$3.74M	Buy	136,333 +6,199	+5%	+$170K	0.5%	64
2020 Q2	$3.37M	Buy	130,134 +8,225	+7%	+$205K	0.48%	71
2020 Q1	$2.69M	Buy	+121,909	New	+$3.46M	0.45%	68

Other funds holding SZNE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cardan Capital Partners's SZNE Position: Q3 2021 in Review

Cardan Capital Partners increased its Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) stake by 0.95% in Q3 2021, buying an estimated $78.2K and bringing the position to 214,131 shares worth $8.03M. The position accounts for 0.9% of the portfolio, ranked #42.

Cardan Capital Partners first reported a position in SZNE in Q1 2020 and has held it in 7 quarters since. The position peaked at $8.06M in Q2 2021. 26 funds tracked by Wall St. Rank hold SZNE as of Q3 2021.

Cardan Capital Partners held 214,131 shares of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF worth $8.03M as of Q3 2021.
Cardan Capital Partners bought 2,017 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q3 2021, an estimated $78.2K.
Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF made up 0.9% of Cardan Capital Partners's portfolio in Q3 2021, its #42 holding.
Cardan Capital Partners first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q1 2020 and has held it in 7 quarters since.
Cardan Capital Partners's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $8.06M in Q2 2021.
26 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q3 2021.

Based on Cardan Capital Partners's 13F filing for Q3 2021, filed 25 Oct 2021.