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Householder Group Estate & Retirement Specialist’s Main Sector Rotation ETF SECT Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-1,890
Closed -$101K – 1094
2024
Q3 		$101K Hold
1,890
– – 0.03% 356
2024
Q2 		$96K Sell
1,890
-190
-9% -$9.47K 0.03% 360
2024
Q1 		$105K Hold
2,080
– – 0.03% 337
2023
Q4 		$96K Sell
2,080
-1,037
-33% -$45.3K 0.03% 344
2023
Q3 		$131K Buy
+3,117
New +$135K 0.05% 270
2023
Q1 		$232K Buy
+5,720
New +$232K 0.09% 184
2022
Q4 		– Sell
-6,440
Closed -$228K – 979
2022
Q3 		$228K Sell
6,440
-910
-12% -$34.9K 0.09% 176
2022
Q2 		$267K Sell
7,350
-2,255
-23% -$88.4K 0.12% 165
2022
Q1 		$409K Sell
9,605
-1,790
-16% -$75.7K 0.16% 133
2021
Q4 		$511K Buy
+11,395
New +$495K 0.19% 127

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SECT Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Main Sector Rotation ETF (SECT) in Q4 2024, closing a stake of 1,890 shares — an estimated $101K sold.

Householder Group Estate & Retirement Specialist first reported a position in SECT in Q4 2021 and held it in 10 quarters. The position peaked at $511K in Q4 2021. 96 funds tracked by Wall St. Rank hold SECT as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Main Sector Rotation ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 1,890 Main Sector Rotation ETF shares in Q4 2024, an estimated $101K.
  • Householder Group Estate & Retirement Specialist first reported a position in Main Sector Rotation ETF in Q4 2021 and held it in 10 quarters.
  • Householder Group Estate & Retirement Specialist's Main Sector Rotation ETF position peaked at $511K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.