Axxcess Wealth Management
SECT icon

Axxcess Wealth Management’s Main Sector Rotation ETF SECT Stock Holding History

Axxcess Wealth Management’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
Q3 		– Sell
-11,024
Closed -$401K – 604
2022
Q2 		$401K Sell
11,024
-2,779
-20% -$109K 0.04% 348
2022
Q1 		$587K Sell
13,803
-95
-0.7% -$4.02K 0.05% 323
2021
Q4 		$624K Buy
+13,898
New +$604K 0.05% 312

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Osaic Holdings
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WealthPlan Investment Management
WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Main Management
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Atria Wealth Solutions
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CreativeOne Wealth
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Belpointe Asset Management
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Axxcess Wealth Management's SECT Position: Q3 2022 in Review

Axxcess Wealth Management sold out of Main Sector Rotation ETF (SECT) in Q3 2022, closing a stake of 11,024 shares — an estimated $401K sold.

Axxcess Wealth Management first reported a position in SECT in Q4 2021 and held it in 3 quarters. The position peaked at $624K in Q4 2021. 43 funds tracked by Wall St. Rank hold SECT as of Q3 2022.

  • Axxcess Wealth Management reported no remaining Main Sector Rotation ETF position as of Q3 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 11,024 Main Sector Rotation ETF shares in Q3 2022, an estimated $401K.
  • Axxcess Wealth Management first reported a position in Main Sector Rotation ETF in Q4 2021 and held it in 3 quarters.
  • Axxcess Wealth Management's Main Sector Rotation ETF position peaked at $624K in Q4 2021.
  • 43 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q3 2022.

Based on Axxcess Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.