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
Q2 		– Sell
-22,140
Closed -$789K – 226
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

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Proactive Wealth Strategies's SZNE Position: Q2 2026 in Review

Proactive Wealth Strategies sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q2 2026, closing a stake of 22,140 shares — an estimated $789K sold.

Proactive Wealth Strategies first reported a position in SZNE in Q3 2024 and held it in 7 quarters. The position peaked at $789K in Q1 2026. 1 fund tracked by Wall St. Rank holds SZNE as of Q2 2026.

  • Proactive Wealth Strategies reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q2 2026 after selling out during the quarter.
  • Proactive Wealth Strategies sold 22,140 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q2 2026, an estimated $789K.
  • Proactive Wealth Strategies first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q3 2024 and held it in 7 quarters.
  • Proactive Wealth Strategies's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $789K in Q1 2026.
  • 1 fund tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.