LSIA
SZNE

LaSalle St. Investment Advisors’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

LaSalle St. Investment Advisors’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
2024
Q4 		– Sell
-4,183
Closed -$163K – 291
2024
Q3 		$163K Buy
+4,183
New +$159K 0.06% 207

Other funds holding SZNE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $2.02B AUM 35.98% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LaSalle St. Investment Advisors's SZNE Position: Q4 2024 in Review

LaSalle St. Investment Advisors sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q4 2024, closing a stake of 4,183 shares — an estimated $163K sold.

LaSalle St. Investment Advisors first reported a position in SZNE in Q3 2024 and held it in 1 quarter. The position peaked at $163K in Q3 2024. 20 funds tracked by Wall St. Rank hold SZNE as of Q4 2024.

  • LaSalle St. Investment Advisors reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q4 2024 after selling out during the quarter.
  • LaSalle St. Investment Advisors sold 4,183 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q4 2024, an estimated $163K.
  • LaSalle St. Investment Advisors first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q3 2024 and held it in 1 quarter.
  • LaSalle St. Investment Advisors's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $163K in Q3 2024.
  • 20 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q4 2024.

Based on LaSalle St. Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.