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

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

SWA

SFMG Wealth Advisors Plano, Texas $1.66B AUM 27.11% 1-Year Est. Return

SCP

Silverleafe Capital Partners Germantown, Tennessee $367M AUM 37.49% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Ladenburg Thalmann Financial Services's SZNE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) stake by 5.6% in Q4 2019, buying an estimated $105K and bringing the position to 66,400 shares worth $2.08M. The position accounts for 0.01% of the portfolio, ranked #862.

Ladenburg Thalmann Financial Services first reported a position in SZNE in Q4 2018 and has held it in 5 quarters since. 25 funds tracked by Wall St. Rank hold SZNE as of Q4 2019.

Ladenburg Thalmann Financial Services held 66,400 shares of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF worth $2.08M as of Q4 2019.
Ladenburg Thalmann Financial Services bought 3,493 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q4 2019, an estimated $105K.
Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF made up 0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #862 holding.
Ladenburg Thalmann Financial Services first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q4 2018 and has held it in 5 quarters since.
25 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.