HGERS
SZNE

Householder Group Estate & Retirement Specialist’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$18K Hold
510
– – 0.01% 304
2024
Q3 		$19K Hold
510
– – 0.01% 700
2024
Q2 		$18K Hold
510
– – 0.01% 700
2024
Q1 		$20.2K Hold
510
– – 0.01% 677
2023
Q4 		$18K Sell
510
-150
-23% -$4.97K 0.01% 664
2023
Q3 		$21.4K Buy
+660
New +$23K 0.01% 627
2023
Q1 		$24K Buy
+660
New +$24.3K 0.01% 607
2022
Q4 		– Sell
-2,560
Closed -$79K – 1046
2022
Q3 		$79K Buy
+2,560
New +$86.9K 0.03% 306

Other funds holding SZNE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return