Northwestern Mutual Wealth Management
SZNE

Northwestern Mutual Wealth Management’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Northwestern Mutual Wealth Management’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
Q2 		– Sell
-504
Closed -$17.5K – 3984
2025
Q1 		$17.5K Buy
+504
New +$18.5K ﹤0.01% 2563

Other funds holding SZNE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Northwestern Mutual Wealth Management's SZNE Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q2 2025, closing a stake of 504 shares — an estimated $17.5K sold.

Northwestern Mutual Wealth Management first reported a position in SZNE in Q1 2025 and held it in 1 quarter. The position peaked at $17.5K in Q1 2025. 15 funds tracked by Wall St. Rank hold SZNE as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 504 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q2 2025, an estimated $17.5K.
  • Northwestern Mutual Wealth Management first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q1 2025 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $17.5K in Q1 2025.
  • 15 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.