AC
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Avestar Capital’s Main Sector Rotation ETF SECT Stock Holding History

Avestar Capital’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
Q1 		– Sell
-166,898
Closed -$7.5M – 463
2021
Q4 		$7.5M Buy
166,898
+8,978
+6% +$390K 0.92% 20
2021
Q3 		$6.43M Buy
157,920
+30,703
+24% +$1.27M 0.82% 24
2021
Q2 		$5.25M Buy
+127,217
New +$5.1M 0.7% 33

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
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
MSA
McAlister Sweet & Associates Houston, Texas $187M AUM 26.27% 1-Year Est. Return

Avestar Capital's SECT Position: Q1 2022 in Review

Avestar Capital sold out of Main Sector Rotation ETF (SECT) in Q1 2022, closing a stake of 166,898 shares — an estimated $7.5M sold.

Avestar Capital first reported a position in SECT in Q2 2021 and held it in 3 quarters. The position peaked at $7.5M in Q4 2021. 41 funds tracked by Wall St. Rank hold SECT as of Q1 2022.

  • Avestar Capital reported no remaining Main Sector Rotation ETF position as of Q1 2022 after selling out during the quarter.
  • Avestar Capital sold 166,898 Main Sector Rotation ETF shares in Q1 2022, an estimated $7.5M.
  • Avestar Capital first reported a position in Main Sector Rotation ETF in Q2 2021 and held it in 3 quarters.
  • Avestar Capital's Main Sector Rotation ETF position peaked at $7.5M in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2022.

Based on Avestar Capital's 13F filing for Q1 2022, filed 26 Apr 2022.