Lincoln National Corp’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Lincoln National Corp’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 Q2	–	Sell	-30,023	Closed	-$1.19M	–	1017
2024 Q1	$1.19M	Buy	30,023 +712	+2%	+$26.4K	0.02%	467
2023 Q4	$1.07M	Buy	29,311 +3,280	+13%	+$109K	0.02%	444
2023 Q3	$843K	Buy	26,031 +6,196	+31%	+$215K	0.02%	453
2023 Q2	$707K	Buy	19,835 +10,318	+108%	+$369K	0.01%	493
2023 Q1	$353K	Buy	+9,517	New	+$351K	0.01%	712

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FEG

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

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

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

RJFSA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lincoln National Corp's SZNE Position: Q2 2024 in Review

Lincoln National Corp sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q2 2024, closing a stake of 30,023 shares — an estimated $1.19M sold.

Lincoln National Corp first reported a position in SZNE in Q1 2023 and held it in 5 quarters. The position peaked at $1.19M in Q1 2024. 19 funds tracked by Wall St. Rank hold SZNE as of Q2 2024.

Lincoln National Corp reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q2 2024 after selling out during the quarter.
Lincoln National Corp sold 30,023 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q2 2024, an estimated $1.19M.
Lincoln National Corp first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q1 2023 and held it in 5 quarters.
Lincoln National Corp's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $1.19M in Q1 2024.
19 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.