Wealth Enhancement Advisory Services
SZNE

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 – 3489
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

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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PWS
Proactive Wealth Strategies Marietta, Georgia $532M AUM 21.29% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return