RJFSA
SZNE

Raymond James Financial Services Advisors’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$416K Sell
10,635
-2,275
-18% -$86.6K ﹤0.01% 2746
2024
Q2 		$473K Sell
12,910
-699
-5% -$26.3K ﹤0.01% 2576
2024
Q1 		$538K Sell
13,609
-2,203
-14% -$81.7K ﹤0.01% 2460
2023
Q4 		$575K Buy
15,812
+1,465
+10% +$48.6K ﹤0.01% 2313
2023
Q3 		$465K Sell
14,347
-1,207
-8% -$42K ﹤0.01% 2377
2023
Q2 		$554K Sell
15,554
-515
-3% -$18.4K ﹤0.01% 2287
2023
Q1 		$596K Sell
16,069
-1,072
-6% -$39.5K ﹤0.01% 2226
2022
Q4 		$592K Sell
17,141
-2,383
-12% -$82K ﹤0.01% 2170
2022
Q3 		$607K Sell
19,524
-430
-2% -$14.6K ﹤0.01% 2130
2022
Q2 		$663K Sell
19,954
-2,380
-11% -$82.4K ﹤0.01% 2099
2022
Q1 		$830K Buy
22,334
+275
+1% +$10.2K ﹤0.01% 2071
2021
Q4 		$879K Sell
22,059
-61
-0.3% -$2.36K ﹤0.01% 2056
2021
Q3 		$830K Buy
22,120
+975
+5% +$37.8K ﹤0.01% 2082
2021
Q2 		$804K Buy
21,145
+5
+0% +$187 ﹤0.01% 2092
2021
Q1 		$751K Buy
21,140
+791
+4% +$26.6K ﹤0.01% 2039
2020
Q4 		$647K Buy
20,349
+98
+0.5% +$2.91K ﹤0.01% 1981
2020
Q3 		$556K Sell
20,251
-1,184
-6% -$32.5K ﹤0.01% 1894
2020
Q2 		$556K Sell
21,435
-10,069
-32% -$251K ﹤0.01% 1851
2020
Q1 		$695K Buy
31,504
+23,942
+317% +$679K ﹤0.01% 1378
2019
Q4 		$236K Buy
+7,562
New +$226K ﹤0.01% 2473

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WWM
Western Wealth Management Golden, Colorado $3.06B AUM 26.31% 1-Year Est. Return

Raymond James Financial Services Advisors's SZNE Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) stake by 18% in Q3 2024, selling an estimated $86.6K and leaving 10,635 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #2746.

Raymond James Financial Services Advisors first reported a position in SZNE in Q4 2019 and has held it in 20 quarters since. The position peaked at $879K in Q4 2021. 20 funds tracked by Wall St. Rank hold SZNE as of Q3 2024.

  • Raymond James Financial Services Advisors held 10,635 shares of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF worth $416K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 2,275 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q3 2024, an estimated $86.6K.
  • Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2746 holding.
  • Raymond James Financial Services Advisors first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q4 2019 and has held it in 20 quarters since.
  • Raymond James Financial Services Advisors's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $879K in Q4 2021.
  • 20 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.