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Capital Performance Advisors’s Main Sector Rotation ETF SECT Stock Holding History

Capital Performance Advisors’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
Q4 		– Sell
-291
Closed -$15.6K – 2225
2024
Q3 		$15.6K Buy
+291
New +$15.1K ﹤0.01% 681

Other funds holding SECT

Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Orion Portfolio Solutions
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Integrated Wealth Concepts
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Potomac Fund Management
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
CreativeOne Wealth
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Capital Performance Advisors's SECT Position: Q4 2024 in Review

Capital Performance Advisors sold out of Main Sector Rotation ETF (SECT) in Q4 2024, closing a stake of 291 shares — an estimated $15.6K sold.

Capital Performance Advisors first reported a position in SECT in Q3 2024 and held it in 1 quarter. The position peaked at $15.6K in Q3 2024. 96 funds tracked by Wall St. Rank hold SECT as of Q4 2024.

  • Capital Performance Advisors reported no remaining Main Sector Rotation ETF position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 291 Main Sector Rotation ETF shares in Q4 2024, an estimated $15.6K.
  • Capital Performance Advisors first reported a position in Main Sector Rotation ETF in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Main Sector Rotation ETF position peaked at $15.6K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.