IFP Advisors’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $382 | Buy |
+10
| New | +$377 | ﹤0.01% | 4737 |
|
|
2023
Q4 | – | Sell |
-100
| Closed | -$3.24K | – | 3331 |
|
|
2023
Q3 | $3.24K | Sell |
100
-400
| -80% | -$13.9K | ﹤0.01% | 2678 |
|
|
2023
Q2 | $17.8K | Hold |
500
| – | – | ﹤0.01% | 2063 |
|
|
2023
Q1 | $12.5K | Sell |
500
-1,100
| -69% | -$40.5K | ﹤0.01% | 2205 |
|
|
2022
Q4 | $41K | Hold |
1,600
| – | – | ﹤0.01% | 2378 |
|
|
2022
Q3 | $41K | Hold |
1,600
| – | – | ﹤0.01% | 2529 |
|
|
2022
Q2 | $41K | Hold |
1,600
| – | – | ﹤0.01% | 2304 |
|
|
2022
Q1 | $41K | Buy |
1,600
+1,100
| +220% | +$40.8K | ﹤0.01% | 2304 |
|
|
2021
Q4 | $20K | Hold |
500
| – | – | ﹤0.01% | 1951 |
|
|
2021
Q3 | $20K | Hold |
500
| – | – | ﹤0.01% | 1989 |
|
|
2021
Q2 | $20K | Hold |
500
| – | – | ﹤0.01% | 1940 |
|
|
2021
Q1 | $18K | Hold |
500
| – | – | ﹤0.01% | 1894 |
|
|
2020
Q4 | $15K | Hold |
500
| – | – | ﹤0.01% | 1912 |
|
|
2020
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 1816 |
|
|
2020
Q2 | $13K | Sell |
500
-150
| -23% | -$3.75K | ﹤0.01% | 1737 |
|
|
2020
Q1 | $15K | Sell |
650
-13,846
| -96% | -$392K | ﹤0.01% | 1618 |
|
|
2019
Q4 | $454K | Buy |
14,496
+916
| +7% | +$27.4K | 0.03% | 446 |
|
|
2019
Q3 | $389K | Buy |
+13,580
| New | +$391K | 0.03% | 555 |
|
IFP Advisors's SZNE Position: Q2 2026 in Review
IFP Advisors opened a new position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q2 2026: 10 shares worth $382. The stake represents ﹤0.01% of the portfolio and ranks #4737 among its holdings. This is a return to the name: IFP Advisors previously reported a position in SZNE as recently as Q3 2023.
IFP Advisors first reported a position in SZNE in Q3 2019 and has held it in 18 quarters since. The position peaked at $454K in Q4 2019. 1 fund tracked by Wall St. Rank holds SZNE as of Q2 2026.
- IFP Advisors held 10 shares of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF worth $382 as of Q2 2026.
- Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF was a new IFP Advisors position in Q2 2026.
- Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4737 holding.
- IFP Advisors first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q3 2019 and has held it in 18 quarters since.
- IFP Advisors's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $454K in Q4 2019.
- 1 fund tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.