IFP Advisors’s Main Sector Rotation ETF SECT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.9K | Sell |
462
-364
| -44% | -$23.2K | ﹤0.01% | 2588 |
|
|
2025
Q4 | $53.3K | Hold |
826
| – | – | ﹤0.01% | 2161 |
|
|
2025
Q3 | $52.1K | Sell |
826
-165
| -17% | -$9.91K | ﹤0.01% | 2053 |
|
|
2025
Q2 | $57.6K | Sell |
991
-2,253
| -69% | -$119K | ﹤0.01% | 1974 |
|
|
2025
Q1 | $166K | Buy |
3,244
+225
| +7% | +$12.3K | 0.01% | 1261 |
|
|
2024
Q4 | $166K | Buy |
+3,019
| New | +$167K | 0.01% | 1218 |
|
|
2023
Q4 | – | Sell |
-674
| Closed | -$28.4K | – | 3302 |
|
|
2023
Q3 | $28.4K | Sell |
674
-320
| -32% | -$13.9K | ﹤0.01% | 1784 |
|
|
2023
Q2 | $42.8K | Sell |
994
-571
| -36% | -$23.5K | ﹤0.01% | 1673 |
|
|
2023
Q1 | $44.7K | Sell |
1,565
-200
| -11% | -$8.1K | ﹤0.01% | 1638 |
|
|
2022
Q4 | $51K | Sell |
1,765
-580
| -25% | -$22.5K | ﹤0.01% | 2241 |
|
|
2022
Q3 | $67K | Hold |
2,345
| – | – | ﹤0.01% | 2157 |
|
|
2022
Q2 | $67K | Hold |
2,345
| – | – | ﹤0.01% | 1956 |
|
|
2022
Q1 | $67K | Buy |
2,345
+344
| +17% | +$14.6K | ﹤0.01% | 1956 |
|
|
2021
Q4 | $90K | Sell |
2,001
-13,870
| -87% | -$603K | ﹤0.01% | 1306 |
|
|
2021
Q3 | $648K | Sell |
15,871
-14
| -0.1% | -$581 | 0.01% | 512 |
|
|
2021
Q2 | $656K | Buy |
15,885
+31
| +0.2% | +$1.24K | 0.01% | 477 |
|
|
2021
Q1 | $606K | Sell |
15,854
-526
| -3% | -$19.6K | 0.01% | 466 |
|
|
2020
Q4 | $574K | Sell |
16,380
-864
| -5% | -$28.4K | 0.02% | 466 |
|
|
2020
Q3 | $535K | Sell |
17,244
-2,096
| -11% | -$63.7K | 0.03% | 413 |
|
|
2020
Q2 | $537K | Sell |
19,340
-2,344
| -11% | -$62.5K | 0.04% | 402 |
|
|
2020
Q1 | $525K | Buy |
21,684
+3,273
| +18% | +$93.8K | 0.05% | 345 |
|
|
2019
Q4 | $568K | Buy |
18,411
+2,613
| +17% | +$78.3K | 0.04% | 404 |
|
|
2019
Q3 | $457K | Buy |
+15,798
| New | +$456K | 0.03% | 516 |
|
Other funds holding SECT
BCI
PFM
CW
GM
MM
MFS