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Belpointe Asset Management’s Main Sector Rotation ETF SECT Stock Holding History

Belpointe Asset 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
2023
Q2 		– Sell
-103,792
Closed -$4.21M – 2871
2023
Q1 		$4.21M Buy
103,792
+2,165
+2% +$87.7K 0.23% 79
2022
Q4 		$3.94M Buy
101,627
+6,946
+7% +$269K 0.24% 77
2022
Q3 		$3.37M Buy
94,681
+9,471
+11% +$364K 0.23% 83
2022
Q2 		$3.1M Buy
85,210
+1,874
+2% +$73.5K 0.21% 95
2022
Q1 		$3.55M Sell
83,336
-38,305
-31% -$1.62M 0.21% 87
2021
Q4 		$5.46M Sell
121,641
-650
-0.5% -$28.2K 0.34% 56
2021
Q3 		$4.98M Buy
+122,291
New +$5.08M 0.34% 52

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 22.9% 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

Belpointe Asset Management's SECT Position: Q2 2023 in Review

Belpointe Asset Management sold out of Main Sector Rotation ETF (SECT) in Q2 2023, closing a stake of 103,792 shares — an estimated $4.21M sold.

Belpointe Asset Management first reported a position in SECT in Q3 2021 and held it in 7 quarters. The position peaked at $5.46M in Q4 2021. 62 funds tracked by Wall St. Rank hold SECT as of Q2 2023.

  • Belpointe Asset Management reported no remaining Main Sector Rotation ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 103,792 Main Sector Rotation ETF shares in Q2 2023, an estimated $4.21M.
  • Belpointe Asset Management first reported a position in Main Sector Rotation ETF in Q3 2021 and held it in 7 quarters.
  • Belpointe Asset Management's Main Sector Rotation ETF position peaked at $5.46M in Q4 2021.
  • 62 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.