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

RFP 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 		– Sell
-1,063
Closed -$54.3K – 664
2024
Q2 		$54.3K Buy
+1,063
New +$53K 0.02% 219

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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

RFP Financial Group sold out of Main Sector Rotation ETF (SECT) in Q3 2024, closing a stake of 1,063 shares — an estimated $54.3K sold.

RFP Financial Group first reported a position in SECT in Q2 2024 and held it in 1 quarter. The position peaked at $54.3K in Q2 2024. 86 funds tracked by Wall St. Rank hold SECT as of Q3 2024.

  • RFP Financial Group reported no remaining Main Sector Rotation ETF position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 1,063 Main Sector Rotation ETF shares in Q3 2024, an estimated $54.3K.
  • RFP Financial Group first reported a position in Main Sector Rotation ETF in Q2 2024 and held it in 1 quarter.
  • RFP Financial Group's Main Sector Rotation ETF position peaked at $54.3K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.