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Allen Mooney & Barnes Investment Advisors’s Main Sector Rotation ETF SECT Stock Holding History

Allen Mooney & Barnes Investment Advisors’s Portfolio SECT Stock Details SECT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-9,932
Closed -$494K – 162
2024
Q1 		$494K Buy
+9,932
New +$478K 0.09% 102

Other funds holding SECT

Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Orion Portfolio Solutions
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's SECT Position: Q2 2024 in Review

Allen Mooney & Barnes Investment Advisors sold out of Main Sector Rotation ETF (SECT) in Q2 2024, closing a stake of 9,932 shares — an estimated $494K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in SECT in Q1 2024 and held it in 1 quarter. The position peaked at $494K in Q1 2024. 86 funds tracked by Wall St. Rank hold SECT as of Q2 2024.

  • Allen Mooney & Barnes Investment Advisors reported no remaining Main Sector Rotation ETF position as of Q2 2024 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 9,932 Main Sector Rotation ETF shares in Q2 2024, an estimated $494K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Main Sector Rotation ETF in Q1 2024 and held it in 1 quarter.
  • Allen Mooney & Barnes Investment Advisors's Main Sector Rotation ETF position peaked at $494K in Q1 2024.
  • 86 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2024.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.