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

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $517M AUM 17.96% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return