Creative Financial Designs’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Creative Financial Designs’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
2022 Q1	–	Sell	-53,527	Closed	-$2.13M	–	1318
2021 Q4	$2.13M	Buy	53,527 +897	+2%	+$34.7K	0.32%	70
2021 Q3	$1.98M	Buy	52,630 +9,874	+23%	+$383K	0.33%	69
2021 Q2	$1.63M	Sell	42,756 -262	-0.6%	-$9.8K	0.28%	75
2021 Q1	$1.53M	Buy	43,018 +3,227	+8%	+$108K	0.3%	75
2020 Q4	$1.27M	Buy	39,791 +173	+0.4%	+$5.13K	0.27%	72
2020 Q3	$1.09M	Buy	39,618 +9,455	+31%	+$259K	0.27%	72
2020 Q2	$782K	Buy	+30,163	New	+$753K	0.24%	77

Other funds holding SZNE

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

FEG

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

Creative Financial Designs's SZNE Position: Q1 2022 in Review

Creative Financial Designs sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q1 2022, closing a stake of 53,527 shares — an estimated $2.13M sold.

Creative Financial Designs first reported a position in SZNE in Q2 2020 and held it in 7 quarters. The position peaked at $2.13M in Q4 2021. 25 funds tracked by Wall St. Rank hold SZNE as of Q1 2022.

Creative Financial Designs reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q1 2022 after selling out during the quarter.
Creative Financial Designs sold 53,527 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q1 2022, an estimated $2.13M.
Creative Financial Designs first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q2 2020 and held it in 7 quarters.
Creative Financial Designs's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $2.13M in Q4 2021.
25 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q1 2022.

Based on Creative Financial Designs's 13F filing for Q1 2022, filed 15 Apr 2022.