SO
SZNE

Sierra Ocean’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Sierra Ocean’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
Q3 		– Sell
-400
Closed -$13.8K – 842
2025
Q2 		$13.8K Buy
+400
New +$13.5K 0.01% 397

Other funds holding SZNE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Sierra Ocean's SZNE Position: Q3 2025 in Review

Sierra Ocean sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q3 2025, closing a stake of 400 shares — an estimated $13.8K sold.

Sierra Ocean first reported a position in SZNE in Q2 2025 and held it in 1 quarter. The position peaked at $13.8K in Q2 2025. 13 funds tracked by Wall St. Rank hold SZNE as of Q3 2025.

  • Sierra Ocean reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q3 2025 after selling out during the quarter.
  • Sierra Ocean sold 400 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q3 2025, an estimated $13.8K.
  • Sierra Ocean first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q2 2025 and held it in 1 quarter.
  • Sierra Ocean's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $13.8K in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.