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

SFMG Wealth 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
2021 Q1	–	Sell	-6,574	Closed	-$209K	–	254
2020 Q4	$209K	Buy	+6,574	New	+$195K	0.03%	207
2020 Q2	–	Sell	-12,034	Closed	-$265K	–	174
2020 Q1	$265K	Sell	12,034 -122,807	-91%	-$3.48M	0.04%	105
2019 Q4	$4.2M	Buy	134,841 +15,405	+13%	+$461K	0.51%	22
2019 Q3	$3.46M	Buy	119,436 +8,548	+8%	+$246K	0.47%	20
2019 Q2	$3.23M	Buy	+110,888	New	+$3.12M	0.44%	18

Other funds holding SZNE

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

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

CFD

Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

SFMG Wealth Advisors's SZNE Position: Q1 2021 in Review

SFMG Wealth Advisors sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q1 2021, closing a stake of 6,574 shares — an estimated $209K sold.

SFMG Wealth Advisors first reported a position in SZNE in Q2 2019 and held it in 5 quarters. The position peaked at $4.2M in Q4 2019. 22 funds tracked by Wall St. Rank hold SZNE as of Q1 2021.

SFMG Wealth Advisors reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q1 2021 after selling out during the quarter.
SFMG Wealth Advisors sold 6,574 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q1 2021, an estimated $209K.
SFMG Wealth Advisors first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q2 2019 and held it in 5 quarters.
SFMG Wealth Advisors's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $4.2M in Q4 2019.
22 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q1 2021.

Based on SFMG Wealth Advisors's 13F filing for Q1 2021, filed 3 May 2021.