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CFS Investment Advisory Services’s State Street US Sector Rotation ETF XLSR Stock Holding History

CFS Investment Advisory Services’s Portfolio XLSR Stock Details XLSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-58,856
Closed -$2K – 279
2022
Q3 		$2K Buy
+58,856
New +$2.35M ﹤0.01% 174
2022
Q2 		– Sell
-141,417
Closed -$108K – 543
2022
Q1 		$108K Buy
+141,417
New +$6.31M 0.47% 40

Other funds holding XLSR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MPW
MGO Private Wealth Irvine, California $18.6M AUM 16.57% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

CFS Investment Advisory Services's XLSR Position: Q4 2022 in Review

CFS Investment Advisory Services sold out of State Street US Sector Rotation ETF (XLSR) in Q4 2022, closing a stake of 58,856 shares — an estimated $2K sold.

CFS Investment Advisory Services first reported a position in XLSR in Q1 2022 and held it in 2 quarters. The position peaked at $108K in Q1 2022. 59 funds tracked by Wall St. Rank hold XLSR as of Q4 2022.

  • CFS Investment Advisory Services reported no remaining State Street US Sector Rotation ETF position as of Q4 2022 after selling out during the quarter.
  • CFS Investment Advisory Services sold 58,856 State Street US Sector Rotation ETF shares in Q4 2022, an estimated $2K.
  • CFS Investment Advisory Services first reported a position in State Street US Sector Rotation ETF in Q1 2022 and held it in 2 quarters.
  • CFS Investment Advisory Services's State Street US Sector Rotation ETF position peaked at $108K in Q1 2022.
  • 59 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q4 2022.

Based on CFS Investment Advisory Services's 13F filing for Q4 2022, filed 13 Feb 2023.