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ICA Group Wealth Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

ICA Group Wealth Management’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
2023
Q3 		– Sell
-93
Closed -$4.03K – 1257
2023
Q2 		$4.03K Buy
+93
New +$3.8K ﹤0.01% 1024
2023
Q1 		– Sell
-95
Closed -$3.7K – 1377
2022
Q4 		$3.7K Buy
+95
New +$3.69K ﹤0.01% 1025

Other funds holding XLSR

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
APC
Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

ICA Group Wealth Management's XLSR Position: Q3 2023 in Review

ICA Group Wealth Management sold out of State Street US Sector Rotation ETF (XLSR) in Q3 2023, closing a stake of 93 shares — an estimated $4.03K sold.

ICA Group Wealth Management first reported a position in XLSR in Q4 2022 and held it in 2 quarters. The position peaked at $4.03K in Q2 2023. 69 funds tracked by Wall St. Rank hold XLSR as of Q3 2023.

  • ICA Group Wealth Management reported no remaining State Street US Sector Rotation ETF position as of Q3 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 93 State Street US Sector Rotation ETF shares in Q3 2023, an estimated $4.03K.
  • ICA Group Wealth Management first reported a position in State Street US Sector Rotation ETF in Q4 2022 and held it in 2 quarters.
  • ICA Group Wealth Management's State Street US Sector Rotation ETF position peaked at $4.03K in Q2 2023.
  • 69 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.