Janney Montgomery Scott’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Janney Montgomery Scott’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	-8,909	Closed	-$283K	–	2367
2020 Q4	$283K	Sell	8,909 -6,345	-42%	-$188K	﹤0.01%	1917
2020 Q3	$419K	Sell	15,254 -15,481	-50%	-$425K	﹤0.01%	1522
2020 Q2	$797K	Sell	30,735 -11,950	-28%	-$298K	0.01%	1150
2020 Q1	$941K	Buy	42,685 +1,614	+4%	+$45.7K	0.01%	953
2019 Q4	$1.28M	Buy	41,071 +348	+0.9%	+$10.4K	0.01%	961
2019 Q3	$1.18M	Buy	+40,723	New	+$1.17M	0.01%	965

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

Janney Montgomery Scott's SZNE Position: Q1 2021 in Review

Janney Montgomery Scott sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q1 2021, closing a stake of 8,909 shares — an estimated $283K sold.

Janney Montgomery Scott first reported a position in SZNE in Q3 2019 and held it in 6 quarters. The position peaked at $1.28M in Q4 2019. 22 funds tracked by Wall St. Rank hold SZNE as of Q1 2021.

Janney Montgomery Scott reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q1 2021 after selling out during the quarter.
Janney Montgomery Scott sold 8,909 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q1 2021, an estimated $283K.
Janney Montgomery Scott first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q3 2019 and held it in 6 quarters.
Janney Montgomery Scott's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $1.28M in Q4 2019.
22 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q1 2021.

Based on Janney Montgomery Scott's 13F filing for Q1 2021, filed 27 Apr 2021.