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Strategic Wealth Partners’s Main Sector Rotation ETF SECT Stock Holding History

Strategic Wealth Partners’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
2019
Q4 		– Sell
-1,282
Closed -$36 – 436
2019
Q3 		$36 Hold
1,282
– – ﹤0.01% 316
2019
Q2 		$36K Hold
1,282
– – 0.02% 260
2019
Q1 		$36K Hold
1,282
– – 0.02% 276
2018
Q4 		$33K Hold
1,282
– – 0.02% 273
2018
Q3 		$37K Hold
1,282
– – 0.02% 254
2018
Q2 		$36K Buy
+1,282
New +$36K 0.02% 290

Other funds holding SECT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Strategic Wealth Partners's SECT Position: Q4 2019 in Review

Strategic Wealth Partners sold out of Main Sector Rotation ETF (SECT) in Q4 2019, closing a stake of 1,282 shares — an estimated $36 sold.

Strategic Wealth Partners first reported a position in SECT in Q2 2018 and held it in 6 quarters. The position peaked at $37K in Q3 2018. 21 funds tracked by Wall St. Rank hold SECT as of Q4 2019.

  • Strategic Wealth Partners reported no remaining Main Sector Rotation ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Wealth Partners sold 1,282 Main Sector Rotation ETF shares in Q4 2019, an estimated $36.
  • Strategic Wealth Partners first reported a position in Main Sector Rotation ETF in Q2 2018 and held it in 6 quarters.
  • Strategic Wealth Partners's Main Sector Rotation ETF position peaked at $37K in Q3 2018.
  • 21 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q4 2019.

Based on Strategic Wealth Partners's 13F filing for Q4 2019, filed 30 Jan 2020.