NewEdge Advisors’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

NewEdge 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
2025 Q3	–	Sell	-34,007	Closed	-$1.17M	–	4243
2025 Q2	$1.17M	Buy	+34,007	New	+$1.15M	0.01%	1200

Other funds holding SZNE

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

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

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

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

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

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

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

NewEdge Advisors's SZNE Position: Q3 2025 in Review

NewEdge Advisors sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q3 2025, closing a stake of 34,007 shares — an estimated $1.17M sold.

NewEdge Advisors first reported a position in SZNE in Q2 2025 and held it in 1 quarter. The position peaked at $1.17M in Q2 2025. 13 funds tracked by Wall St. Rank hold SZNE as of Q3 2025.

NewEdge Advisors reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q3 2025 after selling out during the quarter.
NewEdge Advisors sold 34,007 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q3 2025, an estimated $1.17M.
NewEdge Advisors first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q2 2025 and held it in 1 quarter.
NewEdge Advisors's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $1.17M in Q2 2025.
13 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q3 2025.

Based on NewEdge Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.