RIA
SZNE

Realta Investment Advisors’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Realta Investment 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
2023
Q4 		– Sell
-950
Closed -$33.9K – 764
2023
Q3 		$33.9K Hold
950
– – 0.01% 561
2023
Q2 		$33.9K Buy
+950
New +$33.9K 0.01% 598

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EG
Ellerson Group Annapolis, Maryland $169M AUM 34.68% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Realta Investment Advisors's SZNE Position: Q4 2023 in Review

Realta Investment Advisors sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q4 2023, closing a stake of 950 shares — an estimated $33.9K sold.

Realta Investment Advisors first reported a position in SZNE in Q2 2023 and held it in 2 quarters. The position peaked at $33.9K in Q3 2023. 20 funds tracked by Wall St. Rank hold SZNE as of Q4 2023.

  • Realta Investment Advisors reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q4 2023 after selling out during the quarter.
  • Realta Investment Advisors sold 950 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q4 2023, an estimated $33.9K.
  • Realta Investment Advisors first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q2 2023 and held it in 2 quarters.
  • Realta Investment Advisors's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $33.9K in Q3 2023.
  • 20 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q4 2023.

Based on Realta Investment Advisors's 13F filing for Q4 2023, filed 19 Jan 2024.