Cetera Investment Advisers
SZNE

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

Cetera Investment Advisers’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
2026
Q1 		$200K Buy
+5,613
New +$207K ﹤0.01% 4289
2025
Q3 		– Sell
-6,538
Closed -$225K – 4673
2025
Q2 		$225K Hold
6,538
– – ﹤0.01% 3633
2025
Q1 		$227K Hold
6,538
– – ﹤0.01% 3506
2024
Q4 		$240K Sell
6,538
-434
-6% -$16.6K ﹤0.01% 3282
2024
Q3 		$273K Sell
6,972
-55
-0.8% -$2.1K ﹤0.01% 3153
2024
Q2 		$257K Hold
7,027
– – ﹤0.01% 3171
2024
Q1 		$278K Buy
+7,027
New +$261K ﹤0.01% 3111

Other funds holding SZNE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return