Wells Fargo’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Wells Fargo’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
2023 Q2	–	Sell	-732	Closed	-$27.2K	–	7691
2023 Q1	$27.2K	Sell	732 -2,108	-74%	-$77.7K	﹤0.01%	5505
2022 Q4	$98.2K	Sell	2,840 -62,323	-96%	-$2.14M	﹤0.01%	4540
2022 Q3	$2.02M	Sell	65,163 -5,203	-7%	-$177K	﹤0.01%	2732
2022 Q2	$2.34M	Buy	+70,366	New	+$2.44M	﹤0.01%	2670

Other funds holding SZNE

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

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

FEG

Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return

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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo's SZNE Position: Q2 2023 in Review

Wells Fargo sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q2 2023, closing a stake of 732 shares — an estimated $27.2K sold.

Wells Fargo first reported a position in SZNE in Q2 2022 and held it in 4 quarters. The position peaked at $2.34M in Q2 2022. 24 funds tracked by Wall St. Rank hold SZNE as of Q2 2023.

Wells Fargo reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q2 2023 after selling out during the quarter.
Wells Fargo sold 732 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q2 2023, an estimated $27.2K.
Wells Fargo first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q2 2022 and held it in 4 quarters.
Wells Fargo's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $2.34M in Q2 2022.
24 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q2 2023.

Based on Wells Fargo's 13F filing for Q2 2023, filed 15 Aug 2023.