PWG
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Portside Wealth Group’s Main Sector Rotation ETF SECT Stock Holding History

Portside Wealth 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
2023
Q4 		– Sell
-10,126
Closed -$425K – 395
2023
Q3 		$425K Buy
10,126
+485
+5% +$21.1K 0.08% 213
2023
Q2 		$415K Buy
+9,641
New +$397K 0.08% 215

Other funds holding SECT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

Portside Wealth Group's SECT Position: Q4 2023 in Review

Portside Wealth Group sold out of Main Sector Rotation ETF (SECT) in Q4 2023, closing a stake of 10,126 shares — an estimated $425K sold.

Portside Wealth Group first reported a position in SECT in Q2 2023 and held it in 2 quarters. The position peaked at $425K in Q3 2023. 68 funds tracked by Wall St. Rank hold SECT as of Q4 2023.

  • Portside Wealth Group reported no remaining Main Sector Rotation ETF position as of Q4 2023 after selling out during the quarter.
  • Portside Wealth Group sold 10,126 Main Sector Rotation ETF shares in Q4 2023, an estimated $425K.
  • Portside Wealth Group first reported a position in Main Sector Rotation ETF in Q2 2023 and held it in 2 quarters.
  • Portside Wealth Group's Main Sector Rotation ETF position peaked at $425K in Q3 2023.
  • 68 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q4 2023.

Based on Portside Wealth Group's 13F filing for Q4 2023, filed 16 Jan 2024.