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DFPG Investments’s Main Sector Rotation ETF SECT Stock Holding History

DFPG Investments’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 		$279K Sell
6,136
-19
-0.3% -$829 0.02% 532
2023
Q3 		$259K Sell
6,155
-7
-0.1% -$304 0.02% 505
2023
Q2 		$273K Buy
+6,162
New +$254K 0.02% 494

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 $543M AUM 30.87% 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

DFPG Investments's SECT Position: Q4 2023 in Review

DFPG Investments reduced its Main Sector Rotation ETF (SECT) stake by 0.31% in Q4 2023, selling an estimated $829 and leaving 6,136 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #532.

DFPG Investments first reported a position in SECT in Q2 2023 and has held it in 3 quarters since. 68 funds tracked by Wall St. Rank hold SECT as of Q4 2023.

  • DFPG Investments held 6,136 shares of Main Sector Rotation ETF worth $279K as of Q4 2023.
  • DFPG Investments sold 19 Main Sector Rotation ETF shares in Q4 2023, an estimated $829.
  • Main Sector Rotation ETF made up 0.02% of DFPG Investments's portfolio in Q4 2023, its #532 holding.
  • DFPG Investments first reported a position in Main Sector Rotation ETF in Q2 2023 and has held it in 3 quarters since.
  • 68 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.