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

Peterson 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 		$363K Hold
6,743
– – 1.4% 15
2024
Q2 		$344K Hold
6,743
– – 2.1% 16
2024
Q1 		$340K Sell
6,743
-86
-1% -$4.14K 2.22% 19
2023
Q4 		$318K Sell
6,829
-487
-7% -$21.3K 2.09% 19
2023
Q3 		$308K Buy
7,316
+8
+0.1% +$347 3.06% 13
2023
Q2 		$315K Sell
7,308
-289
-4% -$11.9K 2.89% 13
2023
Q1 		$308K Sell
7,597
-564
-7% -$22.8K 3.1% 14
2022
Q4 		$317K Buy
8,161
+4
+0% +$155 0.42% 62
2022
Q3 		$290K Sell
8,157
-736
-8% -$28.3K 0.28% 64
2022
Q2 		$323K Sell
8,893
-1,627
-15% -$63.8K 0.3% 63
2022
Q1 		$448K Sell
10,520
-1,303
-11% -$55.1K 0.37% 62
2021
Q4 		$530K Buy
+11,823
New +$514K 0.43% 61

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

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

Peterson Financial Group held its Main Sector Rotation ETF (SECT) position steady in Q3 2024 at 6,743 shares worth $363K. The position accounts for 1.4% of the portfolio, ranked #15.

Peterson Financial Group first reported a position in SECT in Q4 2021 and has held it in 12 quarters since. The position peaked at $530K in Q4 2021. 86 funds tracked by Wall St. Rank hold SECT as of Q3 2024.

  • Peterson Financial Group held 6,743 shares of Main Sector Rotation ETF worth $363K as of Q3 2024.
  • Peterson Financial Group left its Main Sector Rotation ETF share count unchanged in Q3 2024.
  • Main Sector Rotation ETF made up 1.4% of Peterson Financial Group's portfolio in Q3 2024, its #15 holding.
  • Peterson Financial Group first reported a position in Main Sector Rotation ETF in Q4 2021 and has held it in 12 quarters since.
  • Peterson Financial Group's Main Sector Rotation ETF position peaked at $530K in Q4 2021.
  • 86 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.