Fidelity Investments

Fidelity Investments’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Fidelity Investments’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 Q3	–	Sell	-2	Closed	–	–	5386
2022 Q2	$0	Buy	+2	New	+$69	﹤0.01%	5468
2022 Q1	–	Sell	-2	Closed	–	–	5468
2021 Q4	$0	Buy	2 +1	+100%	+$39	﹤0.01%	4912
2021 Q3	$0	Buy	+1	New	+$39	﹤0.01%	5002
2020 Q1	–	Sell	-1	Closed	–	–	4244
2019 Q4	$0	Sell	1 -1	-50%	-$30	﹤0.01%	4248
2019 Q3	$0	Buy	+2	New	+$58	﹤0.01%	4209

Other funds holding SZNE

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Western Wealth Management Golden, Colorado $2.62B AUM 21.3% 1-Year Est. Return