LTFS
SZNE

Ladenburg Thalmann Financial Services’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Ladenburg Thalmann Financial 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
2019
Q4 		$2.08M Buy
66,400
+3,493
+6% +$105K 0.01% 862
2019
Q3 		$1.82M Buy
62,907
+23,299
+59% +$671K 0.01% 862
2019
Q2 		$1.14M Buy
39,608
+35,848
+953% +$1.01M 0.01% 1142
2019
Q1 		$102K Buy
3,760
+1,760
+88% +$45.5K ﹤0.01% 2870
2018
Q4 		$46K Buy
+2,000
New +$49.7K ﹤0.01% 3326

Other funds holding SZNE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.46B AUM 15.85% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return