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IFP Advisors’s State Street US Sector Rotation ETF XLSR Stock Holding History

IFP Advisors’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
2020
Q2 		– Sell
-3,398
Closed -$106K – 2978
2020
Q1 		$97K Sell
3,398
-171
-5% -$5.57K 0.01% 838
2019
Q4 		$122K Buy
3,569
+710
+25% +$23K 0.01% 848
2019
Q3 		$90K Buy
+2,859
New +$88.5K 0.01% 1113

Other funds holding XLSR

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

IFP Advisors's XLSR Position: Q2 2020 in Review

IFP Advisors sold out of State Street US Sector Rotation ETF (XLSR) in Q2 2020, closing a stake of 3,398 shares — an estimated $106K sold.

IFP Advisors first reported a position in XLSR in Q3 2019 and held it in 3 quarters. The position peaked at $122K in Q4 2019. 19 funds tracked by Wall St. Rank hold XLSR as of Q2 2020.

  • IFP Advisors reported no remaining State Street US Sector Rotation ETF position as of Q2 2020 after selling out during the quarter.
  • IFP Advisors sold 3,398 State Street US Sector Rotation ETF shares in Q2 2020, an estimated $106K.
  • IFP Advisors first reported a position in State Street US Sector Rotation ETF in Q3 2019 and held it in 3 quarters.
  • IFP Advisors's State Street US Sector Rotation ETF position peaked at $122K in Q4 2019.
  • 19 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q2 2020.

Based on IFP Advisors's 13F filing for Q2 2020, filed 5 Aug 2020.