Western Wealth Management’s Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF SZNE Stock Holding History

Western Wealth Management’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 Q1	–	Sell	-5,500	Closed	-$202K	–	776
2024 Q4	$202K	Sell	5,500 -1,500	-21%	-$57.3K	0.01%	730
2024 Q3	$274K	Hold	7,000	–	–	0.02%	630
2024 Q2	$256K	Hold	7,000	–	–	0.02%	543
2024 Q1	$277K	Sell	7,000 -900	-11%	-$33.4K	0.02%	530
2023 Q4	$287K	Sell	7,900 -2,141	-21%	-$71K	0.02%	561
2023 Q3	$325K	Sell	10,041 -1,200	-11%	-$41.7K	0.03%	487
2023 Q2	$401K	Hold	11,241	–	–	0.03%	435
2023 Q1	$417K	Hold	11,241	–	–	0.04%	417
2022 Q4	$389K	Sell	11,241 -11,241	-50%	-$387K	0.04%	399
2022 Q3	$700K	Hold	22,482	–	–	0.04%	393
2022 Q2	$749K	Hold	22,482	–	–	0.04%	370
2022 Q1	$836K	Buy	22,482 +10,901	+94%	+$404K	0.04%	379
2021 Q4	$464K	Buy	+11,581	New	+$448K	0.05%	344
2021 Q2	$470K	Buy	12,351 +41	+0.3%	+$1.53K	0.05%	369
2021 Q1	$437K	Sell	12,310 -1,000	-8%	-$33.6K	0.06%	316
2020 Q4	$423K	Sell	13,310 -1,100	-8%	-$32.6K	0.06%	285
2020 Q3	$395K	Sell	14,410 -3,600	-20%	-$98.8K	0.06%	282
2020 Q2	$467K	Sell	18,010 -2,800	-13%	-$69.9K	0.08%	242
2020 Q1	$457K	Buy	20,810 +327	+2%	+$9.27K	0.1%	197
2019 Q4	$638K	Buy	+20,483	New	+$613K	0.1%	201

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 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

PWS

Proactive Wealth Strategies Marietta, Georgia $623M AUM 30.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Western Wealth Management's SZNE Position: Q1 2025 in Review

Western Wealth Management sold out of Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF (SZNE) in Q1 2025, closing a stake of 5,500 shares — an estimated $202K sold.

Western Wealth Management first reported a position in SZNE in Q4 2019 and held it in 20 quarters. The position peaked at $836K in Q1 2022. 15 funds tracked by Wall St. Rank hold SZNE as of Q1 2025.

Western Wealth Management reported no remaining Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position as of Q1 2025 after selling out during the quarter.
Western Wealth Management sold 5,500 Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF shares in Q1 2025, an estimated $202K.
Western Wealth Management first reported a position in Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF in Q4 2019 and held it in 20 quarters.
Western Wealth Management's Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF position peaked at $836K in Q1 2022.
15 funds tracked by Wall St. Rank held Pacer CFRA-Stoval Equal Weight Seasonal Rotation ETF as of Q1 2025.

Based on Western Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.