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Astoria Portfolio Advisors’s Main Sector Rotation ETF SECT Stock Holding History

Astoria Portfolio 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
2022
Q4 		– Sell
-44,101
Closed -$1.57M – 210
2022
Q3 		$1.57M Buy
44,101
+6,254
+17% +$240K 1.07% 21
2022
Q2 		$1.38M Buy
+37,847
New +$1.48M 1% 22

Other funds holding SECT

OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Astoria Portfolio Advisors's SECT Position: Q4 2022 in Review

Astoria Portfolio Advisors sold out of Main Sector Rotation ETF (SECT) in Q4 2022, closing a stake of 44,101 shares — an estimated $1.57M sold.

Astoria Portfolio Advisors first reported a position in SECT in Q2 2022 and held it in 2 quarters. The position peaked at $1.57M in Q3 2022. 48 funds tracked by Wall St. Rank hold SECT as of Q4 2022.

  • Astoria Portfolio Advisors reported no remaining Main Sector Rotation ETF position as of Q4 2022 after selling out during the quarter.
  • Astoria Portfolio Advisors sold 44,101 Main Sector Rotation ETF shares in Q4 2022, an estimated $1.57M.
  • Astoria Portfolio Advisors first reported a position in Main Sector Rotation ETF in Q2 2022 and held it in 2 quarters.
  • Astoria Portfolio Advisors's Main Sector Rotation ETF position peaked at $1.57M in Q3 2022.
  • 48 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q4 2022.

Based on Astoria Portfolio Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.