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Coppell Advisory Solutions Corp’s Main Sector Rotation ETF SECT Stock Holding History

Coppell Advisory Solutions Corp’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
Q1 		$507K Buy
+10,071
New +$485K 0.1% 150
2023
Q1 		– Sell
-2,971
Closed -$115K – 910
2022
Q4 		$115K Buy
+2,971
New +$115K 0.04% 210

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Coppell Advisory Solutions Corp's SECT Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in Main Sector Rotation ETF (SECT) in Q1 2024: 10,071 shares worth $507K. The stake represents 0.1% of the portfolio and ranks #150 among its holdings. This is a return to the name: Coppell Advisory Solutions Corp previously reported a position in SECT as recently as Q4 2022.

Coppell Advisory Solutions Corp first reported a position in SECT in Q4 2022 and has held it in 2 quarters since. 75 funds tracked by Wall St. Rank hold SECT as of Q1 2024.

  • Coppell Advisory Solutions Corp held 10,071 shares of Main Sector Rotation ETF worth $507K as of Q1 2024.
  • Main Sector Rotation ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
  • Main Sector Rotation ETF made up 0.1% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #150 holding.
  • Coppell Advisory Solutions Corp first reported a position in Main Sector Rotation ETF in Q4 2022 and has held it in 2 quarters since.
  • 75 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.