FEG
SZNE

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

Financial Enhancement Group’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
2025
Q1 		– Sell
-8,392
Closed -$307K – 125
2024
Q4 		$307K Sell
8,392
-34,021
-80% -$1.3M 0.05% 105
2024
Q3 		$1.51M Buy
42,413
+10,589
+33% +$403K 0.29% 66
2024
Q2 		$1.21M Sell
31,824
-20,632
-39% -$776K 0.2% 71
2024
Q1 		$1.98M Buy
52,456
+850
+2% +$31.5K 0.33% 63
2023
Q4 		$1.81M Buy
51,606
+7,332
+17% +$243K 0.32% 57
2023
Q3 		$1.4M Buy
44,274
+30
+0.1% +$1.04K 0.27% 67
2023
Q2 		$1.59M Buy
44,244
+1,831
+4% +$65.4K 0.29% 68
2023
Q1 		$1.51M Sell
42,413
-1,311
-3% -$48.3K 0.29% 66
2022
Q4 		$1.67M Sell
43,724
-1,966
-4% -$67.6K 0.32% 67
2022
Q3 		$1.42M Buy
45,690
+4,192
+10% +$142K 0.33% 53
2022
Q2 		$1.38M Buy
41,498
+5,225
+14% +$181K 0.3% 56
2022
Q1 		$1.35M Sell
36,273
-137
-0.4% -$5.08K 0.25% 62
2021
Q4 		$1.45M Buy
36,410
+3,405
+10% +$132K 0.26% 57
2021
Q3 		$1.24M Buy
33,005
+2,416
+8% +$93.6K 0.23% 58
2021
Q2 		$1.16M Buy
30,589
+1,852
+6% +$69.3K 0.24% 54
2021
Q1 		$1.02M Sell
28,737
-731
-2% -$24.6K 0.21% 57
2020
Q4 		$938K Buy
29,468
+5,916
+25% +$175K 0.2% 63
2020
Q3 		$646K Sell
23,552
-127
-0.5% -$3.48K 0.15% 71
2020
Q2 		$614K Buy
23,679
+148
+0.6% +$3.7K 0.15% 72
2020
Q1 		$519K Buy
23,531
+5,794
+33% +$164K 0.15% 69
2019
Q4 		$553K Sell
17,737
-158
-0.9% -$4.73K 0.14% 64
2019
Q3 		$518K Buy
17,895
+7,608
+74% +$219K 0.14% 63
2019
Q2 		$296K Buy
+10,287
New +$289K 0.09% 76

Other funds holding SZNE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Enhancement Group's SZNE Position: Q1 2025 in Review

Financial Enhancement Group sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q1 2025, closing a stake of 8,392 shares — an estimated $307K sold.

Financial Enhancement Group first reported a position in SZNE in Q2 2019 and held it in 23 quarters. The position peaked at $1.98M in Q1 2024. 15 funds tracked by Wall St. Rank hold SZNE as of Q1 2025.

  • Financial Enhancement Group reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q1 2025 after selling out during the quarter.
  • Financial Enhancement Group sold 8,392 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q1 2025, an estimated $307K.
  • Financial Enhancement Group first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q2 2019 and held it in 23 quarters.
  • Financial Enhancement Group's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $1.98M in Q1 2024.
  • 15 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q1 2025.

Based on Financial Enhancement Group's 13F filing for Q1 2025, filed 23 Apr 2025.