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Axiom Advisory’s Main Sector Rotation ETF SECT Stock Holding History

Axiom Advisory’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
Q3 		– Sell
-356,950
Closed -$17.8M – 302
2024
Q2 		$17.8M Buy
356,950
+350,900
+5,800% +$17.5M 0.19% 29
2024
Q1 		$305K Hold
6,050
– – 0.22% 27
2023
Q4 		$282K Buy
+6,050
New +$264K 0.23% 28

Other funds holding SECT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Axiom Advisory's SECT Position: Q3 2024 in Review

Axiom Advisory sold out of Main Sector Rotation ETF (SECT) in Q3 2024, closing a stake of 356,950 shares — an estimated $17.8M sold.

Axiom Advisory first reported a position in SECT in Q4 2023 and held it in 3 quarters. The position peaked at $17.8M in Q2 2024. 86 funds tracked by Wall St. Rank hold SECT as of Q3 2024.

  • Axiom Advisory reported no remaining Main Sector Rotation ETF position as of Q3 2024 after selling out during the quarter.
  • Axiom Advisory sold 356,950 Main Sector Rotation ETF shares in Q3 2024, an estimated $17.8M.
  • Axiom Advisory first reported a position in Main Sector Rotation ETF in Q4 2023 and held it in 3 quarters.
  • Axiom Advisory's Main Sector Rotation ETF position peaked at $17.8M in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.