LFG
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Leverty Financial Group’s Main Sector Rotation ETF SECT Stock Holding History

Leverty Financial Group’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
2024
Q3 		– Sell
-4,028
Closed -$206K – 38
2024
Q2 		$206K Buy
+4,028
New +$201K 0.12% 30

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Leverty Financial Group's SECT Position: Q3 2024 in Review

Leverty Financial Group sold out of Main Sector Rotation ETF (SECT) in Q3 2024, closing a stake of 4,028 shares — an estimated $206K sold.

Leverty Financial Group first reported a position in SECT in Q2 2024 and held it in 1 quarter. The position peaked at $206K in Q2 2024. 86 funds tracked by Wall St. Rank hold SECT as of Q3 2024.

  • Leverty Financial Group reported no remaining Main Sector Rotation ETF position as of Q3 2024 after selling out during the quarter.
  • Leverty Financial Group sold 4,028 Main Sector Rotation ETF shares in Q3 2024, an estimated $206K.
  • Leverty Financial Group first reported a position in Main Sector Rotation ETF in Q2 2024 and held it in 1 quarter.
  • Leverty Financial Group's Main Sector Rotation ETF position peaked at $206K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q3 2024.

Based on Leverty Financial Group's 13F filing for Q3 2024, filed 16 Oct 2024.