Stifel Financial
SZNE

Stifel Financial’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Stifel Financial’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
2024
Q3 		– Sell
-7,730
Closed -$283K – 3463
2024
Q2 		$283K Sell
7,730
-99
-1% -$3.73K ﹤0.01% 2943
2024
Q1 		$309K Hold
7,829
– – ﹤0.01% 2895
2023
Q4 		$285K Sell
7,829
-500
-6% -$16.6K ﹤0.01% 2881
2023
Q3 		$270K Hold
8,329
– – ﹤0.01% 2844
2023
Q2 		$297K Sell
8,329
-671
-7% -$24K ﹤0.01% 2828
2023
Q1 		$334K Hold
9,000
– – ﹤0.01% 2742
2022
Q4 		$311K Sell
9,000
-183,607
-95% -$6.32M ﹤0.01% 2740
2022
Q3 		$5.99M Buy
192,607
+1,421
+0.7% +$48.2K 0.01% 859
2022
Q2 		$6.36M Buy
191,186
+1,977
+1% +$68.5K 0.01% 847
2022
Q1 		$7.03M Buy
189,209
+5,520
+3% +$205K 0.01% 878
2021
Q4 		$7.32M Buy
183,689
+55,811
+44% +$2.16M 0.01% 886
2021
Q3 		$4.8M Buy
127,878
+117,335
+1,113% +$4.55M 0.01% 1042
2021
Q2 		$401K Buy
10,543
+2,450
+30% +$91.6K ﹤0.01% 2712
2021
Q1 		$287K Sell
8,093
-777
-9% -$26.1K ﹤0.01% 2825
2020
Q4 		$282K Buy
8,870
+980
+12% +$29.1K ﹤0.01% 2623
2020
Q3 		$216K Sell
7,890
-30,725
-80% -$843K ﹤0.01% 2581
2020
Q2 		$1M Buy
38,615
+1,083
+3% +$27K ﹤0.01% 1559
2020
Q1 		$830K Buy
37,532
+4,701
+14% +$133K ﹤0.01% 1551
2019
Q4 		$1.02M Buy
32,831
+16,501
+101% +$494K ﹤0.01% 1818
2019
Q3 		$474K Buy
+16,330
New +$471K ﹤0.01% 2200

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Stifel Financial's SZNE Position: Q3 2024 in Review

Stifel Financial sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q3 2024, closing a stake of 7,730 shares — an estimated $283K sold.

Stifel Financial first reported a position in SZNE in Q3 2019 and held it in 20 quarters. The position peaked at $7.32M in Q4 2021. 20 funds tracked by Wall St. Rank hold SZNE as of Q3 2024.

  • Stifel Financial reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q3 2024 after selling out during the quarter.
  • Stifel Financial sold 7,730 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q3 2024, an estimated $283K.
  • Stifel Financial first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q3 2019 and held it in 20 quarters.
  • Stifel Financial's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $7.32M in Q4 2021.
  • 20 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q3 2024.

Based on Stifel Financial's 13F filing for Q3 2024, filed 14 Nov 2024.