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

Gradient 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
2021 Q1	–	Sell	-233	Closed	-$6K	–	1281
2020 Q4	$6K	Hold	233	–	–	﹤0.01%	789
2020 Q3	$6K	Hold	233	–	–	﹤0.01%	796
2020 Q2	$6K	Buy	233 +48	+26%	+$1.2K	﹤0.01%	723
2020 Q1	$4K	Hold	185	–	–	﹤0.01%	823
2019 Q4	$6K	Buy	+185	New	+$5.54K	﹤0.01%	795

Other funds holding SZNE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAN

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

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

FEG

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Gradient Investments's SZNE Position: Q1 2021 in Review

Gradient Investments sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q1 2021, closing a stake of 233 shares — an estimated $6K sold.

Gradient Investments first reported a position in SZNE in Q4 2019 and held it in 5 quarters. The position peaked at $6K in Q4 2020. 22 funds tracked by Wall St. Rank hold SZNE as of Q1 2021.

Gradient Investments reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q1 2021 after selling out during the quarter.
Gradient Investments sold 233 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q1 2021, an estimated $6K.
Gradient Investments first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q4 2019 and held it in 5 quarters.
Gradient Investments's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $6K in Q4 2020.
22 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q1 2021.

Based on Gradient Investments's 13F filing for Q1 2021, filed 21 Apr 2021.