AFA
SECT icon

Atlas Financial Advisors’s Main Sector Rotation ETF SECT Stock Holding History

Atlas Financial 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
2023
Q2 		– Sell
-6,196
Closed -$252K – 34
2023
Q1 		$252K Buy
+6,196
New +$251K 0.34% 20

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

Atlas Financial Advisors's SECT Position: Q2 2023 in Review

Atlas Financial Advisors sold out of Main Sector Rotation ETF (SECT) in Q2 2023, closing a stake of 6,196 shares — an estimated $252K sold.

Atlas Financial Advisors first reported a position in SECT in Q1 2023 and held it in 1 quarter. The position peaked at $252K in Q1 2023. 62 funds tracked by Wall St. Rank hold SECT as of Q2 2023.

  • Atlas Financial Advisors reported no remaining Main Sector Rotation ETF position as of Q2 2023 after selling out during the quarter.
  • Atlas Financial Advisors sold 6,196 Main Sector Rotation ETF shares in Q2 2023, an estimated $252K.
  • Atlas Financial Advisors first reported a position in Main Sector Rotation ETF in Q1 2023 and held it in 1 quarter.
  • Atlas Financial Advisors's Main Sector Rotation ETF position peaked at $252K in Q1 2023.
  • 62 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2023.

Based on Atlas Financial Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.