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Get Institutions for : 
Pacer Cfra-stovall Equal Weight Seasonal Rot Idx (SZNE)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 21    5
Total shares held : 
 589,556  
% of shares held : 
 31.03%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -155,621  
% of shares held change : 
   -8.19%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
1
 6,086
 1.03%
 
Increased Positions :
4
 12,115
 2.05%
 
Unchanged Positions :
5
 22,871
 3.88%
 
Decreased Positions :
11
-152,680
-25.9%
 
Closed Positions :
6
-21,142
-3.59%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ROYAL BANK OF CANADA 1871 - 2023-12-31 138,048 $5,020,000 -106,196
   BANK OF AMERICA CORP /DE/ 3026 - 2023-12-31 106,794 $3,884,000 -12,819
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 829 - 2024-03-31 69,458 $2,744,000 -12,145
   LPL FINANCIAL CORP 2201 - 2023-12-31 68,725 $2,499,000 -2,706
   Financial Enhancement Group LLC 63 - 2024-03-31 52,456 $1,982,000 850
   LINCOLN NATIONAL CORP 466 - 2024-03-31 30,023 $1,186,000 712
   GOLDMAN SACHS GROUP INC/ 3753 - 2023-12-31 16,432 $598,000 -6,565
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2439 - 2024-03-31 13,609 $538,000 -2,203
   ELLERSON GROUP INC /ADV 31 - 2023-12-31 14,690 $534,000 0
   Advisor Group Holdings Inc. 3246 - 2023-12-31 12,116 $441,000 -3,195
   RAYMOND JAMES & ASSOCIATES 3102 - 2024-03-31 11,013 $435,000 2
   STIFEL FINANCIAL CORP 2868 - 2023-12-31 7,829 $285,000 -500
   FINANCIAL NETWORK 2289 - 2023-12-31 7,683 $279,000 0
   Western Wealth Management LLC 527 - 2024-03-31 7,000 $277,000 -900
   Kestra Advisory Services LLC 1957 - 2023-12-31 6,780 $247,000 38
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4749 - 2023-12-31 6,122 $223,000 -4,315
   ENVESTNET ASSET MANAGEMENT INC 3755 *New 2023-12-31 6,086 $221,000 6,086
   Householder Group Estate & Retirement Specialist L 673 - 2024-03-31 510 $20,000 0
   MORGAN STANLEY 6302 - 2023-12-31 409 $15,000 0
   Geneos Wealth Management Inc. 1735 - 2024-03-31 89 $4,000 0
   PROEQUITIES INC. 5425 - 2024-03-31 0 $0 0
   IFP Advisors Inc 3038 *Closed 2023-12-31 0 $0 -100
   UBS Group AG 8248 *Closed 2023-12-31 0 $0 -11
  23 Records found
  1    
  Page 1 of 1
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