Kestra Advisory Services’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Kestra Advisory Services’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
2026 Q1	–	Sell	-3,546	Closed	-$124K	–	4272
2025 Q4	$124K	Buy	+3,546	New	+$123K	﹤0.01%	3256
2025 Q1	–	Sell	-6,025	Closed	-$221K	–	2898
2024 Q4	$221K	Buy	6,025 +111	+2%	+$4.24K	﹤0.01%	2425
2024 Q3	$231K	Sell	5,914 -907	-13%	-$34.5K	﹤0.01%	2271
2024 Q2	$250K	Buy	6,821 +31	+0.5%	+$1.17K	﹤0.01%	2249
2024 Q1	$268K	Buy	6,790 +10	+0.1%	+$371	﹤0.01%	2082
2023 Q4	$247K	Buy	6,780 +38	+0.6%	+$1.26K	﹤0.01%	1975
2023 Q3	$218K	Sell	6,742 -34	-0.5%	-$1.18K	﹤0.01%	1885
2023 Q2	$241K	Sell	6,776 -156	-2%	-$5.58K	﹤0.01%	1787
2023 Q1	$257K	Sell	6,932 -4,001	-37%	-$147K	﹤0.01%	1665
2022 Q4	$378K	Buy	10,933 +3,884	+55%	+$134K	﹤0.01%	1571
2022 Q3	$219K	Sell	7,049 -394	-5%	-$13.4K	﹤0.01%	1811
2022 Q2	$247K	Buy	7,443 +338	+5%	+$11.7K	﹤0.01%	1761
2022 Q1	$264K	Buy	7,105 +326	+5%	+$12.1K	﹤0.01%	1665
2021 Q4	$270K	Sell	6,779 -297	-4%	-$11.5K	﹤0.01%	1663
2021 Q3	$265K	Buy	7,076 +110	+2%	+$4.26K	﹤0.01%	1776
2021 Q2	$265K	Buy	+6,966	New	+$261K	﹤0.01%	1648

Other funds holding SZNE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kestra Advisory Services's SZNE Position: Q1 2026 in Review

Kestra Advisory Services sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q1 2026, closing a stake of 3,546 shares — an estimated $124K sold.

Kestra Advisory Services first reported a position in SZNE in Q2 2021 and held it in 16 quarters. The position peaked at $378K in Q4 2022. 12 funds tracked by Wall St. Rank hold SZNE as of Q1 2026.

Kestra Advisory Services reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 3,546 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q1 2026, an estimated $124K.
Kestra Advisory Services first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q2 2021 and held it in 16 quarters.
Kestra Advisory Services's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $378K in Q4 2022.
12 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.