PAG
SZNE

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

Private Advisor 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
2020
Q3 		– Sell
-40
Closed -$1K – 3205
2020
Q2 		$1K Buy
+40
New +$999 ﹤0.01% 3758

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
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Private Advisor Group's SZNE Position: Q3 2020 in Review

Private Advisor Group sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q3 2020, closing a stake of 40 shares — an estimated $1K sold.

Private Advisor Group first reported a position in SZNE in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 23 funds tracked by Wall St. Rank hold SZNE as of Q3 2020.

  • Private Advisor Group reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q3 2020 after selling out during the quarter.
  • Private Advisor Group sold 40 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q3 2020, an estimated $1K.
  • Private Advisor Group first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q2 2020 and held it in 1 quarter.
  • Private Advisor Group's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $1K in Q2 2020.
  • 23 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.