Wealth Enhancement Advisory Services’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Wealth Enhancement Advisory Services’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 Q2	–	Sell	-56,829	Closed	-$1.98M	–	3486
2025 Q1	$1.98M	Sell	56,829 -2,530	-4%	-$93K	﹤0.01%	1248
2024 Q4	$2.18M	Sell	59,359 -1,883	-3%	-$71.9K	﹤0.01%	1138
2024 Q3	$2.39M	Buy	61,242 +2,330	+4%	+$88.7K	0.01%	974
2024 Q2	$2.16M	Sell	58,912 -10,546	-15%	-$397K	0.01%	953
2024 Q1	$2.74M	Sell	69,458 -12,145	-15%	-$450K	0.01%	834
2023 Q4	$2.97M	Sell	81,603 -12,011	-13%	-$398K	0.01%	773
2023 Q3	$3.03M	Buy	+93,614	New	+$3.26M	0.01%	708

Other funds holding SZNE

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

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

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

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Wealth Enhancement Advisory Services's SZNE Position: Q2 2025 in Review

Wealth Enhancement Advisory Services sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q2 2025, closing a stake of 56,829 shares — an estimated $1.98M sold.

Wealth Enhancement Advisory Services first reported a position in SZNE in Q3 2023 and held it in 7 quarters. The position peaked at $3.03M in Q3 2023. 15 funds tracked by Wall St. Rank hold SZNE as of Q2 2025.

Wealth Enhancement Advisory Services reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q2 2025 after selling out during the quarter.
Wealth Enhancement Advisory Services sold 56,829 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q2 2025, an estimated $1.98M.
Wealth Enhancement Advisory Services first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q3 2023 and held it in 7 quarters.
Wealth Enhancement Advisory Services's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $3.03M in Q3 2023.
15 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q2 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2025, filed 10 Jul 2025.