CCP
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Carmel Capital Partners’s Main Sector Rotation ETF SECT Stock Holding History

Carmel Capital Partners’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
Q4 		– Sell
-84
Closed -$3.54K – 588
2023
Q3 		$3.54K Buy
+84
New +$3.65K ﹤0.01% 585

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Carmel Capital Partners's SECT Position: Q4 2023 in Review

Carmel Capital Partners sold out of Main Sector Rotation ETF (SECT) in Q4 2023, closing a stake of 84 shares — an estimated $3.54K sold.

Carmel Capital Partners first reported a position in SECT in Q3 2023 and held it in 1 quarter. The position peaked at $3.54K in Q3 2023. 68 funds tracked by Wall St. Rank hold SECT as of Q4 2023.

  • Carmel Capital Partners reported no remaining Main Sector Rotation ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 84 Main Sector Rotation ETF shares in Q4 2023, an estimated $3.54K.
  • Carmel Capital Partners first reported a position in Main Sector Rotation ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's Main Sector Rotation ETF position peaked at $3.54K in Q3 2023.
  • 68 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.