Kingsview Wealth Management’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Kingsview Wealth Management’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
2022 Q2	–	Sell	-11,387	Closed	-$423K	–	916
2022 Q1	$423K	Buy	11,387 +184	+2%	+$6.82K	0.02%	614
2021 Q4	$447K	Buy	11,203 +725	+7%	+$28.1K	0.02%	605
2021 Q3	$393K	Buy	10,478 +1,964	+23%	+$76.1K	0.02%	612
2021 Q2	$325K	Buy	+8,514	New	+$318K	0.02%	678

Other funds holding SZNE

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

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

WWM

Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Kingsview Wealth Management's SZNE Position: Q2 2022 in Review

Kingsview Wealth Management sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q2 2022, closing a stake of 11,387 shares — an estimated $423K sold.

Kingsview Wealth Management first reported a position in SZNE in Q2 2021 and held it in 4 quarters. The position peaked at $447K in Q4 2021. 25 funds tracked by Wall St. Rank hold SZNE as of Q2 2022.

Kingsview Wealth Management reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q2 2022 after selling out during the quarter.
Kingsview Wealth Management sold 11,387 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q2 2022, an estimated $423K.
Kingsview Wealth Management first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q2 2021 and held it in 4 quarters.
Kingsview Wealth Management's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $447K in Q4 2021.
25 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q2 2022.

Based on Kingsview Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.