Stifel Financial
SECT icon

Stifel Financial’s Main Sector Rotation ETF SECT Stock Holding History

Stifel Financial’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
Q3 		– Sell
-4,796
Closed -$207K – 3392
2023
Q2 		$207K Buy
+4,796
New +$198K ﹤0.01% 3036

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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return

Stifel Financial's SECT Position: Q3 2023 in Review

Stifel Financial sold out of Main Sector Rotation ETF (SECT) in Q3 2023, closing a stake of 4,796 shares — an estimated $207K sold.

Stifel Financial first reported a position in SECT in Q2 2023 and held it in 1 quarter. The position peaked at $207K in Q2 2023. 66 funds tracked by Wall St. Rank hold SECT as of Q3 2023.

  • Stifel Financial reported no remaining Main Sector Rotation ETF position as of Q3 2023 after selling out during the quarter.
  • Stifel Financial sold 4,796 Main Sector Rotation ETF shares in Q3 2023, an estimated $207K.
  • Stifel Financial first reported a position in Main Sector Rotation ETF in Q2 2023 and held it in 1 quarter.
  • Stifel Financial's Main Sector Rotation ETF position peaked at $207K in Q2 2023.
  • 66 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q3 2023.

Based on Stifel Financial's 13F filing for Q3 2023, filed 13 Nov 2023.