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Founders Financial Alliance’s State Street US Sector Rotation ETF XLSR Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-257
Closed -$9K – 1256
2020
Q3 		$9K Buy
+257
New +$9.11K 0.01% 804

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AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.26B AUM 13.25% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Founders Financial Alliance's XLSR Position: Q4 2020 in Review

Founders Financial Alliance sold out of State Street US Sector Rotation ETF (XLSR) in Q4 2020, closing a stake of 257 shares — an estimated $9K sold.

Founders Financial Alliance first reported a position in XLSR in Q3 2020 and held it in 1 quarter. The position peaked at $9K in Q3 2020. 26 funds tracked by Wall St. Rank hold XLSR as of Q4 2020.

  • Founders Financial Alliance reported no remaining State Street US Sector Rotation ETF position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 257 State Street US Sector Rotation ETF shares in Q4 2020, an estimated $9K.
  • Founders Financial Alliance first reported a position in State Street US Sector Rotation ETF in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's State Street US Sector Rotation ETF position peaked at $9K in Q3 2020.
  • 26 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.