Ladenburg Thalmann Financial Services’s Main Sector Rotation ETF SECT Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$3.76M	Sell	119,358 -182,154	-60%	-$5.46M	0.02%	592
2019 Q3	$8.77M	Sell	301,512 -321	-0.1%	-$9.28K	0.06%	306
2019 Q2	$8.69M	Buy	301,833 +45,061	+18%	+$1.27M	0.06%	296
2019 Q1	$7.11M	Buy	256,772 +122,095	+91%	+$3.27M	0.05%	344
2018 Q4	$3.27M	Buy	134,677 +16,171	+14%	+$430K	0.03%	501
2018 Q3	$3.45M	Buy	118,506 +106,806	+913%	+$3.08M	0.03%	514
2018 Q2	$323K	Hold	11,700	–	–	﹤0.01%	1884
2018 Q1	$323K	Buy	11,700 +9,700	+485%	+$276K	﹤0.01%	1884
2017 Q4	$55K	Hold	2,000	–	–	﹤0.01%	3147
2017 Q3	$52K	Buy	+2,000	New	+$50.9K	﹤0.01%	3057

Other funds holding SECT

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SECT Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Main Sector Rotation ETF (SECT) stake by 60% in Q4 2019, selling an estimated $5.46M and leaving 119,358 shares worth $3.76M. The position accounts for 0.02% of the portfolio, ranked #592.

Ladenburg Thalmann Financial Services first reported a position in SECT in Q3 2017 and has held it in 10 quarters since. The position peaked at $8.77M in Q3 2019. 21 funds tracked by Wall St. Rank hold SECT as of Q4 2019.

Ladenburg Thalmann Financial Services held 119,358 shares of Main Sector Rotation ETF worth $3.76M as of Q4 2019.
Ladenburg Thalmann Financial Services sold 182,154 Main Sector Rotation ETF shares in Q4 2019, an estimated $5.46M.
Main Sector Rotation ETF made up 0.02% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #592 holding.
Ladenburg Thalmann Financial Services first reported a position in Main Sector Rotation ETF in Q3 2017 and has held it in 10 quarters since.
Ladenburg Thalmann Financial Services's Main Sector Rotation ETF position peaked at $8.77M in Q3 2019.
21 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.