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McKinley Carter Wealth Services’s Main Sector Rotation ETF SECT Stock Holding History

McKinley Carter Wealth 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
2024
Q1 		– Sell
-5,273
Closed -$245K – 308
2023
Q4 		$245K Buy
+5,273
New +$230K 0.02% 276

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
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
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 $457M AUM 23.18% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

McKinley Carter Wealth Services's SECT Position: Q1 2024 in Review

McKinley Carter Wealth Services sold out of Main Sector Rotation ETF (SECT) in Q1 2024, closing a stake of 5,273 shares — an estimated $245K sold.

McKinley Carter Wealth Services first reported a position in SECT in Q4 2023 and held it in 1 quarter. The position peaked at $245K in Q4 2023. 75 funds tracked by Wall St. Rank hold SECT as of Q1 2024.

  • McKinley Carter Wealth Services reported no remaining Main Sector Rotation ETF position as of Q1 2024 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 5,273 Main Sector Rotation ETF shares in Q1 2024, an estimated $245K.
  • McKinley Carter Wealth Services first reported a position in Main Sector Rotation ETF in Q4 2023 and held it in 1 quarter.
  • McKinley Carter Wealth Services's Main Sector Rotation ETF position peaked at $245K in Q4 2023.
  • 75 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2024.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2024, filed 26 Apr 2024.