AE Wealth Management’s Main Sector Rotation ETF SECT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $322K | Sell |
5,552
-1,158
| -17% | -$67.2K | ﹤0.01% | 1091 |
|
|
2025
Q1 | $343K | Sell |
6,710
-9,772
| -59% | -$499K | ﹤0.01% | 1035 |
|
|
2024
Q4 | $906K | Buy |
+16,482
| New | +$906K | 0.01% | 725 |
|
|
2024
Q1 | – | Sell |
-32,601
| Closed | -$1.55M | – | 1827 |
|
|
2023
Q4 | $1.55M | Buy |
32,601
+5,680
| +21% | +$270K | 0.01% | 993 |
|
|
2023
Q3 | $1.13M | Buy |
26,921
+3,317
| +14% | +$140K | 0.01% | 1049 |
|
|
2023
Q2 | $1.02M | Sell |
23,604
-461
| -2% | -$19.9K | 0.01% | 1086 |
|
|
2023
Q1 | $977K | Sell |
24,065
-696
| -3% | -$28.3K | 0.01% | 1057 |
|
|
2022
Q4 | $960K | Sell |
24,761
-339
| -1% | -$13.2K | 0.01% | 995 |
|
|
2022
Q3 | $892K | Sell |
25,100
-305
| -1% | -$10.8K | 0.01% | 984 |
|
|
2022
Q2 | $924K | Sell |
25,405
-4,579
| -15% | -$167K | 0.01% | 913 |
|
|
2022
Q1 | $1.28M | Buy |
29,984
+2,832
| +10% | +$121K | 0.01% | 839 |
|
|
2021
Q4 | $1.22M | Sell |
27,152
-177
| -0.6% | -$7.94K | 0.01% | 857 |
|
|
2021
Q3 | $1.11M | Buy |
27,329
+807
| +3% | +$32.8K | 0.01% | 830 |
|
|
2021
Q2 | $1.09M | Sell |
26,522
-1,425
| -5% | -$58.7K | 0.01% | 804 |
|
|
2021
Q1 | $1.07M | Sell |
27,947
-18,478
| -40% | -$707K | 0.01% | 744 |
|
|
2020
Q4 | $1.63M | Sell |
46,425
-5,690
| -11% | -$199K | 0.02% | 552 |
|
|
2020
Q3 | $1.62M | Sell |
52,115
-19,307
| -27% | -$599K | 0.02% | 491 |
|
|
2020
Q2 | $2.02M | Sell |
71,422
-20,626
| -22% | -$584K | 0.03% | 403 |
|
|
2020
Q1 | $2.24M | Sell |
92,048
-40,473
| -31% | -$983K | 0.05% | 281 |
|
|
2019
Q4 | $4.09M | Sell |
132,521
-11,279
| -8% | -$348K | 0.09% | 211 |
|
|
2019
Q3 | $4.18M | Sell |
143,800
-55,468
| -28% | -$1.61M | 0.12% | 164 |
|
|
2019
Q2 | $5.74M | Buy |
+199,268
| New | +$5.74M | 0.17% | 105 |
|
|
2018
Q4 | – | Sell |
-226,055
| Closed | -$6.58M | – | 572 |
|
|
2018
Q3 | $6.58M | Buy |
226,055
+21,737
| +11% | +$632K | 0.36% | 56 |
|
|
2018
Q2 | $5.69M | Buy |
204,318
+31,073
| +18% | +$865K | 0.39% | 47 |
|
|
2018
Q1 | $4.78M | Buy |
173,245
+25,524
| +17% | +$705K | 0.37% | 48 |
|
|
2017
Q4 | $4.04M | Buy |
+147,721
| New | +$4.04M | 0.36% | 54 |
|