OIA
SZNE

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

Optimum 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
2020
Q2 		– Sell
-5,545
Closed -$122K – 927
2020
Q1 		$122K Sell
5,545
-515
-8% -$14.6K 0.05% 279
2019
Q4 		$189K Buy
+6,060
New +$181K 0.06% 288

Other funds holding SZNE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

Optimum Investment Advisors's SZNE Position: Q2 2020 in Review

Optimum Investment Advisors sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q2 2020, closing a stake of 5,545 shares — an estimated $122K sold.

Optimum Investment Advisors first reported a position in SZNE in Q4 2019 and held it in 2 quarters. The position peaked at $189K in Q4 2019. 26 funds tracked by Wall St. Rank hold SZNE as of Q2 2020.

  • Optimum Investment Advisors reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q2 2020 after selling out during the quarter.
  • Optimum Investment Advisors sold 5,545 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q2 2020, an estimated $122K.
  • Optimum Investment Advisors first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q4 2019 and held it in 2 quarters.
  • Optimum Investment Advisors's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $189K in Q4 2019.
  • 26 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q2 2020.

Based on Optimum Investment Advisors's 13F filing for Q2 2020, filed 16 Jul 2020.