NFG
SZNE

Next Financial Group’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Next Financial Group’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
2021
Q4 		$10K Buy
+257
New +$9.95K ﹤0.01% 2195

Other funds holding SZNE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Next Financial Group's SZNE Position: Q4 2021 in Review

Next Financial Group opened a new position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q4 2021: 257 shares worth $10K. The stake represents ﹤0.01% of the portfolio and ranks #2195 among its holdings.

31 funds tracked by Wall St. Rank hold SZNE as of Q4 2021.

  • Next Financial Group held 257 shares of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF worth $10K as of Q4 2021.
  • Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF was a new Next Financial Group position in Q4 2021.
  • Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2195 holding.
  • 31 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.