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Patriot Financial Group Insurance Agency’s Main Sector Rotation ETF SECT Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-62
Closed -$2K – 1673
2022
Q2 		$2K Buy
+62
New +$2.43K ﹤0.01% 1810

Other funds holding SECT

OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SECT Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Main Sector Rotation ETF (SECT) in Q3 2022, closing a stake of 62 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in SECT in Q2 2022 and held it in 1 quarter. The position peaked at $2K in Q2 2022. 43 funds tracked by Wall St. Rank hold SECT as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Main Sector Rotation ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 62 Main Sector Rotation ETF shares in Q3 2022, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Main Sector Rotation ETF in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Main Sector Rotation ETF position peaked at $2K in Q2 2022.
  • 43 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.