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LifePro Asset Management’s Main Sector Rotation ETF SECT Stock Holding History

LifePro Asset Management’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 		$1.02M Sell
18,877
-494
-3% -$25.6K 0.62% 51
2024
Q2 		$990K Buy
19,371
+1,213
+7% +$60.5K 0.71% 42
2024
Q1 		$915K Sell
18,158
-1,797
-9% -$86.5K 0.6% 47
2023
Q4 		$929K Sell
19,955
-468
-2% -$20.4K 0.72% 43
2023
Q3 		$860K Sell
20,423
-316
-2% -$13.7K 0.71% 37
2023
Q2 		$894K Sell
20,739
-2,823
-12% -$116K 0.69% 39
2023
Q1 		$914K Buy
+23,562
New +$954K 0.66% 35

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

LifePro Asset Management's SECT Position: Q3 2024 in Review

LifePro Asset Management reduced its Main Sector Rotation ETF (SECT) stake by 2.6% in Q3 2024, selling an estimated $25.6K and leaving 18,877 shares worth $1.02M. The position accounts for 0.62% of the portfolio, ranked #51.

LifePro Asset Management first reported a position in SECT in Q1 2023 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold SECT as of Q3 2024.

  • LifePro Asset Management held 18,877 shares of Main Sector Rotation ETF worth $1.02M as of Q3 2024.
  • LifePro Asset Management sold 494 Main Sector Rotation ETF shares in Q3 2024, an estimated $25.6K.
  • Main Sector Rotation ETF made up 0.62% of LifePro Asset Management's portfolio in Q3 2024, its #51 holding.
  • LifePro Asset Management first reported a position in Main Sector Rotation ETF in Q1 2023 and has held it in 7 quarters since.
  • 86 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.