CAN
SZNE

Cetera Advisor Networks’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$271K Sell
6,863
-820
-11% -$30.4K ﹤0.01% 2363
2023
Q4 		$279K Hold
7,683
– – ﹤0.01% 2294
2023
Q3 		$249K Sell
7,683
-2,064
-21% -$71.8K ﹤0.01% 2270
2023
Q2 		$347K Sell
9,747
-41,428
-81% -$1.48M ﹤0.01% 1981
2023
Q1 		$1.9M Sell
51,175
-6,186
-11% -$228K 0.01% 867
2022
Q4 		$1.98M Sell
57,361
-10,027
-15% -$345K 0.02% 803
2022
Q3 		$2.1M Sell
67,388
-8,799
-12% -$299K 0.03% 570
2022
Q2 		$2.53M Buy
76,187
+405
+0.5% +$14K 0.03% 508
2022
Q1 		$2.81M Sell
75,782
-281
-0.4% -$10.4K 0.03% 501
2021
Q4 		$3.03M Buy
76,063
+5,964
+9% +$231K 0.04% 453
2021
Q3 		$2.63M Sell
70,099
-1,589
-2% -$61.6K 0.04% 467
2021
Q2 		$2.73M Sell
71,688
-3,175
-4% -$119K 0.04% 432
2021
Q1 		$2.66M Sell
74,863
-20,593
-22% -$692K 0.06% 300
2020
Q4 		$3.04M Buy
95,456
+1,121
+1% +$33.2K 0.07% 254
2020
Q3 		$2.59M Sell
94,335
-5,192
-5% -$142K 0.07% 256
2020
Q2 		$2.58M Buy
99,527
+8,658
+10% +$216K 0.07% 257
2020
Q1 		$2M Buy
90,869
+36,030
+66% +$1.02M 0.07% 252
2019
Q4 		$1.71M Buy
54,839
+38,534
+236% +$1.15M 0.05% 331
2019
Q3 		$473K Buy
+16,305
New +$470K 0.01% 724

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
EG
Ellerson Group Annapolis, Maryland $169M AUM 34.68% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Advisor Networks's SZNE Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) stake by 11% in Q1 2024, selling an estimated $30.4K and leaving 6,863 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

Cetera Advisor Networks first reported a position in SZNE in Q3 2019 and has held it in 19 quarters since. The position peaked at $3.04M in Q4 2020. 22 funds tracked by Wall St. Rank hold SZNE as of Q1 2024.

  • Cetera Advisor Networks held 6,863 shares of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF worth $271K as of Q1 2024.
  • Cetera Advisor Networks sold 820 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q1 2024, an estimated $30.4K.
  • Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2363 holding.
  • Cetera Advisor Networks first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q3 2019 and has held it in 19 quarters since.
  • Cetera Advisor Networks's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $3.04M in Q4 2020.
  • 22 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.