Investors Financial Group’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Investors Financial Group’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	-14,873	Closed	-$473K	–	198
2020 Q4	$473K	Sell	14,873 -325	-2%	-$9.64K	0.31%	87
2020 Q3	$417K	Sell	15,198 -493	-3%	-$13.5K	0.31%	86
2020 Q2	$407K	Buy	+15,691	New	+$392K	0.33%	80

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

Investors Financial Group's SZNE Position: Q1 2021 in Review

Investors Financial Group sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q1 2021, closing a stake of 14,873 shares — an estimated $473K sold.

Investors Financial Group first reported a position in SZNE in Q2 2020 and held it in 3 quarters. The position peaked at $473K in Q4 2020. 22 funds tracked by Wall St. Rank hold SZNE as of Q1 2021.

Investors Financial Group reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q1 2021 after selling out during the quarter.
Investors Financial Group sold 14,873 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q1 2021, an estimated $473K.
Investors Financial Group first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q2 2020 and held it in 3 quarters.
Investors Financial Group's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $473K 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 Investors Financial Group's 13F filing for Q1 2021, filed 14 Apr 2021.