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ICA Group Wealth Management’s Main Sector Rotation ETF SECT Stock Holding History

ICA Group Wealth Management’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
Q2 		– Sell
-12,704
Closed -$640K – 1224
2024
Q1 		$640K Buy
12,704
+4,488
+55% +$216K 0.13% 144
2023
Q4 		$382K Buy
8,216
+1,099
+15% +$48K 0.09% 181
2023
Q3 		$300K Hold
7,117
– – 0.08% 184
2023
Q2 		$307K Buy
7,117
+6,868
+2,758% +$283K 0.08% 177
2023
Q1 		$10.1K Hold
249
– – ﹤0.01% 807
2022
Q4 		$9.66K Buy
+249
New +$9.66K ﹤0.01% 833

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
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

ICA Group Wealth Management's SECT Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Main Sector Rotation ETF (SECT) in Q2 2024, closing a stake of 12,704 shares — an estimated $640K sold.

ICA Group Wealth Management first reported a position in SECT in Q4 2022 and held it in 6 quarters. The position peaked at $640K in Q1 2024. 86 funds tracked by Wall St. Rank hold SECT as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Main Sector Rotation ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 12,704 Main Sector Rotation ETF shares in Q2 2024, an estimated $640K.
  • ICA Group Wealth Management first reported a position in Main Sector Rotation ETF in Q4 2022 and held it in 6 quarters.
  • ICA Group Wealth Management's Main Sector Rotation ETF position peaked at $640K in Q1 2024.
  • 86 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.