Guardian Wealth Advisors (North Carolina)’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	-507	Closed	-$20K	–	284
2021 Q4	$20K	Buy	+507	New	+$19.6K	0.01%	194

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

Guardian Wealth Advisors (North Carolina)'s SZNE Position: Q1 2022 in Review

Guardian Wealth Advisors (North Carolina) sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q1 2022, closing a stake of 507 shares — an estimated $20K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SZNE in Q4 2021 and held it in 1 quarter. The position peaked at $20K in Q4 2021. 25 funds tracked by Wall St. Rank hold SZNE as of Q1 2022.

Guardian Wealth Advisors (North Carolina) reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q1 2022 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 507 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q1 2022, an estimated $20K.
Guardian Wealth Advisors (North Carolina) first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q4 2021 and held it in 1 quarter.
Guardian Wealth Advisors (North Carolina)'s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $20K 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 Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2022, filed 16 May 2022.