CCP
SZNE

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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 $1.65B AUM 15.6% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $837M AUM 18.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return