Ameriprise
SECT icon

Ameriprise’s Main Sector Rotation ETF SECT Stock Holding History

Ameriprise’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
2023
Q2 		– Sell
-5,011
Closed -$203K – 3994
2023
Q1 		$203K Buy
+5,011
New +$203K ﹤0.01% 3724
2022
Q2 		– Sell
-12,398
Closed -$528K – 3978
2022
Q1 		$528K Sell
12,398
-28,952
-70% -$1.23M ﹤0.01% 3469
2021
Q4 		$1.85M Buy
+41,350
New +$1.8M ﹤0.01% 2982

Other funds holding SECT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Ameriprise's SECT Position: Q2 2023 in Review

Ameriprise sold out of Main Sector Rotation ETF (SECT) in Q2 2023, closing a stake of 5,011 shares — an estimated $203K sold.

Ameriprise first reported a position in SECT in Q4 2021 and held it in 3 quarters. The position peaked at $1.85M in Q4 2021. 62 funds tracked by Wall St. Rank hold SECT as of Q2 2023.

  • Ameriprise reported no remaining Main Sector Rotation ETF position as of Q2 2023 after selling out during the quarter.
  • Ameriprise sold 5,011 Main Sector Rotation ETF shares in Q2 2023, an estimated $203K.
  • Ameriprise first reported a position in Main Sector Rotation ETF in Q4 2021 and held it in 3 quarters.
  • Ameriprise's Main Sector Rotation ETF position peaked at $1.85M in Q4 2021.
  • 62 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2023.

Based on Ameriprise's 13F filing for Q2 2023, filed 14 Aug 2023.