Steward Partners Investment Advisory’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Steward Partners Investment Advisory’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 Q2	–	Sell	-2,500	Closed	-$88.8K	–	7386
2021 Q1	$88.8K	Buy	+2,500	New	+$84K	﹤0.01%	1685

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Steward Partners Investment Advisory's SZNE Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q2 2021, closing a stake of 2,500 shares — an estimated $88.8K sold.

Steward Partners Investment Advisory first reported a position in SZNE in Q1 2021 and held it in 1 quarter. The position peaked at $88.8K in Q1 2021. 24 funds tracked by Wall St. Rank hold SZNE as of Q2 2021.

Steward Partners Investment Advisory reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q2 2021 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,500 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q2 2021, an estimated $88.8K.
Steward Partners Investment Advisory first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q1 2021 and held it in 1 quarter.
Steward Partners Investment Advisory's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $88.8K in Q1 2021.
24 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.