PWS
SZNE

Proactive Wealth Strategies’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Proactive Wealth Strategies’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
2026
Q1 		$789K Buy
22,140
+11,163
+102% +$411K 0.15% 112
2025
Q4 		$383K Sell
10,977
-979
-8% -$33.9K 0.15% 107
2025
Q3 		$408K Buy
11,956
+220
+2% +$7.58K 0.18% 97
2025
Q2 		$405K Buy
11,736
+19
+0.2% +$642 0.19% 96
2025
Q1 		$407K Sell
11,717
-5
-0% -$184 0.22% 92
2024
Q4 		$430K Buy
11,722
+3,050
+35% +$116K 0.22% 87
2024
Q3 		$339K Buy
+8,672
New +$330K 0.19% 93

Other funds holding SZNE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return