SS
SECT icon

Simplicity Solutions’s Main Sector Rotation ETF SECT Stock Holding History

Simplicity Solutions’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 		$290K Hold
6,228
– – 0.01% 850
2023
Q3 		$262K Sell
6,228
-597
-9% -$25.9K 0.01% 812
2023
Q2 		$294K Hold
6,825
– – 0.01% 839
2023
Q1 		$277K Hold
6,825
– – 0.01% 886
2022
Q4 		$265K Sell
6,825
-26
-0.4% -$1.01K 0.04% 517
2022
Q3 		$243K Hold
6,851
– – 0.04% 532
2022
Q2 		$249K Hold
6,851
– – 0.03% 489
2022
Q1 		$292K Buy
+6,851
New +$290K 0.04% 456
2021
Q4 		– Sell
-7,496
Closed -$305K – 589
2021
Q3 		$305K Sell
7,496
-49
-0.6% -$2.04K 0.05% 430
2021
Q2 		$311K Hold
7,545
– – 0.06% 362
2021
Q1 		$289K Sell
7,545
-22,645
-75% -$844K 0.06% 349
2020
Q4 		$1.06M Sell
30,190
-20,422
-40% -$672K 0.02% 525
2020
Q3 		$1.57M Sell
50,612
-11,439
-18% -$347K 0.03% 391
2020
Q2 		$1.75M Sell
62,051
-14,358
-19% -$383K 0.03% 336
2020
Q1 		$1.86M Sell
76,409
-68,522
-47% -$1.96M 0.06% 233
2019
Q4 		$4.47M Sell
144,931
-9,937
-6% -$298K 0.14% 132
2019
Q3 		$4.5M Sell
154,868
-52,270
-25% -$1.51M 0.18% 100
2019
Q2 		$5.96M Buy
+207,138
New +$5.85M 0.26% 63
2018
Q4 		– Sell
-246,057
Closed -$7.16M – 765
2018
Q3 		$7.16M Buy
246,057
+16,974
+7% +$490K 0.41% 40
2018
Q2 		$6.38M Buy
229,083
+28,921
+14% +$812K 0.46% 36
2018
Q1 		$5.53M Buy
200,162
+21,035
+12% +$598K 0.48% 35
2017
Q4 		$4.9M Buy
+179,127
New +$4.77M 0.48% 38

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
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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

Simplicity Solutions's SECT Position: Q4 2023 in Review

Simplicity Solutions held its Main Sector Rotation ETF (SECT) position steady in Q4 2023 at 6,228 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #850.

Simplicity Solutions first reported a position in SECT in Q4 2017 and has held it in 22 quarters since. The position peaked at $7.16M in Q3 2018. 68 funds tracked by Wall St. Rank hold SECT as of Q4 2023.

  • Simplicity Solutions held 6,228 shares of Main Sector Rotation ETF worth $290K as of Q4 2023.
  • Simplicity Solutions left its Main Sector Rotation ETF share count unchanged in Q4 2023.
  • Main Sector Rotation ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #850 holding.
  • Simplicity Solutions first reported a position in Main Sector Rotation ETF in Q4 2017 and has held it in 22 quarters since.
  • Simplicity Solutions's Main Sector Rotation ETF position peaked at $7.16M in Q3 2018.
  • 68 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.