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Impact Partnership Wealth’s Main Sector Rotation ETF SECT Stock Holding History

Impact Partnership Wealth’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
2023
Q4 		– Sell
-1,375
Closed -$57.9K – 1059
2023
Q3 		$57.9K Buy
+1,375
New +$59.7K 0.02% 376

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
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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Impact Partnership Wealth's SECT Position: Q4 2023 in Review

Impact Partnership Wealth sold out of Main Sector Rotation ETF (SECT) in Q4 2023, closing a stake of 1,375 shares — an estimated $57.9K sold.

Impact Partnership Wealth first reported a position in SECT in Q3 2023 and held it in 1 quarter. The position peaked at $57.9K in Q3 2023. 68 funds tracked by Wall St. Rank hold SECT as of Q4 2023.

  • Impact Partnership Wealth reported no remaining Main Sector Rotation ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 1,375 Main Sector Rotation ETF shares in Q4 2023, an estimated $57.9K.
  • Impact Partnership Wealth first reported a position in Main Sector Rotation ETF in Q3 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Main Sector Rotation ETF position peaked at $57.9K in Q3 2023.
  • 68 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.