SI
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SimpliFi Inc’s Main Sector Rotation ETF SECT Stock Holding History

SimpliFi Inc’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
Q1 		– Sell
-60,882
Closed -$2.36M – 36
2022
Q4 		$2.36M Sell
60,882
-1,929
-3% -$74.8K 1.23% 12
2022
Q3 		$2.23M Buy
62,811
+902
+1% +$34.6K 1.16% 12
2022
Q2 		$2.25M Buy
61,909
+560
+0.9% +$22K 1.11% 12
2022
Q1 		$2.61M Buy
61,349
+1,596
+3% +$67.5K 1.19% 12
2021
Q4 		$2.68M Buy
+59,753
New +$2.6M 1.17% 13

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
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
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 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
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

SimpliFi Inc's SECT Position: Q1 2023 in Review

SimpliFi Inc sold out of Main Sector Rotation ETF (SECT) in Q1 2023, closing a stake of 60,882 shares — an estimated $2.36M sold.

SimpliFi Inc first reported a position in SECT in Q4 2021 and held it in 5 quarters. The position peaked at $2.68M in Q4 2021. 52 funds tracked by Wall St. Rank hold SECT as of Q1 2023.

  • SimpliFi Inc reported no remaining Main Sector Rotation ETF position as of Q1 2023 after selling out during the quarter.
  • SimpliFi Inc sold 60,882 Main Sector Rotation ETF shares in Q1 2023, an estimated $2.36M.
  • SimpliFi Inc first reported a position in Main Sector Rotation ETF in Q4 2021 and held it in 5 quarters.
  • SimpliFi Inc's Main Sector Rotation ETF position peaked at $2.68M in Q4 2021.
  • 52 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2023.

Based on SimpliFi Inc's 13F filing for Q1 2023, filed 20 Apr 2023.