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

Raymond James Financial’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	–	Sell	-6,008	Closed	-$210K	–	5444
2025 Q4	$210K	Buy	+6,008	New	+$208K	﹤0.01%	4765
2025 Q3	–	Sell	-6,466	Closed	-$223K	–	6579
2025 Q2	$223K	Sell	6,466 -5,075	-44%	-$171K	﹤0.01%	4461
2025 Q1	$401K	Sell	11,541 -4,855	-30%	-$178K	﹤0.01%	4064
2024 Q4	$601K	Buy	+16,396	New	+$626K	﹤0.01%	3795

Other funds holding SZNE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial's SZNE Position: Q1 2026 in Review

Raymond James Financial sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q1 2026, closing a stake of 6,008 shares — an estimated $210K sold.

Raymond James Financial first reported a position in SZNE in Q4 2024 and held it in 4 quarters. The position peaked at $601K in Q4 2024. 12 funds tracked by Wall St. Rank hold SZNE as of Q1 2026.

Raymond James Financial reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q1 2026 after selling out during the quarter.
Raymond James Financial sold 6,008 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q1 2026, an estimated $210K.
Raymond James Financial first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q4 2024 and held it in 4 quarters.
Raymond James Financial's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $601K in Q4 2024.
12 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.