Citadel Advisors
SZNE

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

Citadel 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
2026
Q1 		$206K Buy
+5,775
New +$213K ﹤0.01% 11355
2023
Q1 		– Sell
-7,094
Closed -$245K – 15574
2022
Q4 		$245K Buy
+7,094
New +$244K ﹤0.01% 9736
2022
Q3 		– Sell
-15,233
Closed -$506K – 13791
2022
Q2 		$506K Sell
15,233
-5,414
-26% -$187K ﹤0.01% 8625
2022
Q1 		$767K Sell
20,647
-13,919
-40% -$516K ﹤0.01% 8335
2021
Q4 		$1.38M Buy
34,566
+1,407
+4% +$54.5K ﹤0.01% 7085
2021
Q3 		$1.24M Buy
+33,159
New +$1.29M ﹤0.01% 7573
2020
Q3 		– Sell
-16,545
Closed -$429K – 10829
2020
Q2 		$429K Buy
16,545
+7,188
+77% +$180K ﹤0.01% 7336
2020
Q1 		$206K Buy
+9,357
New +$265K ﹤0.01% 7967
2019
Q4 		– Sell
-21,286
Closed -$617K – 9816
2019
Q3 		$617K Buy
+21,286
New +$613K ﹤0.01% 6402

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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