Rockefeller Capital Management
SZNE

Rockefeller Capital Management’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Rockefeller Capital Management’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
2025
Q4 		– Sell
-718
Closed -$24.5K – 4836
2025
Q3 		$24.5K Buy
+718
New +$24.7K ﹤0.01% 3258
2023
Q1 		– Sell
-1,019
Closed -$35K – 3679
2022
Q4 		$35K Sell
1,019
-1,900
-65% -$65.4K ﹤0.01% 2559
2022
Q3 		$90K Hold
2,919
– – ﹤0.01% 2049
2022
Q2 		$97K Sell
2,919
-300
-9% -$10.4K ﹤0.01% 1969
2022
Q1 		$119K Hold
3,219
– – ﹤0.01% 1910
2021
Q4 		$128K Sell
3,219
-1,427
-31% -$55.2K ﹤0.01% 1828
2021
Q3 		$174K Buy
4,646
+3,663
+373% +$142K ﹤0.01% 1622
2021
Q2 		$37K Buy
983
+719
+272% +$26.9K ﹤0.01% 2212
2021
Q1 		$9K Buy
+264
New +$8.87K ﹤0.01% 2654

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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return