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	–	1045
2022 Q3	$79K	Buy	+2,560	New	+$86.9K	0.03%	306

Other funds holding SZNE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

CIM

Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SZNE Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) position steady in Q4 2024 at 510 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #304.

Householder Group Estate & Retirement Specialist first reported a position in SZNE in Q3 2022 and has held it in 8 quarters since. The position peaked at $79K in Q3 2022. 20 funds tracked by Wall St. Rank hold SZNE as of Q4 2024.

Householder Group Estate & Retirement Specialist held 510 shares of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF worth $18K as of Q4 2024.
Householder Group Estate & Retirement Specialist left its Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF share count unchanged in Q4 2024.
Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #304 holding.
Householder Group Estate & Retirement Specialist first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q3 2022 and has held it in 8 quarters since.
Householder Group Estate & Retirement Specialist's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $79K in Q3 2022.
20 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.