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

Gradient 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
2024
Q3 		– Sell
-338
Closed -$17.3K – 1092
2024
Q2 		$17.3K Hold
338
– – ﹤0.01% 661
2024
Q1 		$17K Hold
338
– – ﹤0.01% 574
2023
Q4 		$15.7K Buy
+338
New +$14.8K ﹤0.01% 742
2023
Q1 		– Sell
-1,039
Closed -$40.3K – 1627
2022
Q4 		$40.3K Buy
+1,039
New +$40.3K ﹤0.01% 540
2020
Q2 		– Sell
-421
Closed -$10K – 1179
2020
Q1 		$10K Buy
+421
New +$12.1K ﹤0.01% 654

Other funds holding SECT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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 $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Gradient Investments's SECT Position: Q3 2024 in Review

Gradient Investments sold out of Main Sector Rotation ETF (SECT) in Q3 2024, closing a stake of 338 shares — an estimated $17.3K sold.

Gradient Investments first reported a position in SECT in Q1 2020 and held it in 5 quarters. The position peaked at $40.3K in Q4 2022. 86 funds tracked by Wall St. Rank hold SECT as of Q3 2024.

  • Gradient Investments reported no remaining Main Sector Rotation ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 338 Main Sector Rotation ETF shares in Q3 2024, an estimated $17.3K.
  • Gradient Investments first reported a position in Main Sector Rotation ETF in Q1 2020 and held it in 5 quarters.
  • Gradient Investments's Main Sector Rotation ETF position peaked at $40.3K in Q4 2022.
  • 86 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.