Total Clarity Wealth Management’s State Street US Sector Rotation ETF XLSR Stock Holding History

Total Clarity Wealth Management’s Portfolio XLSR Stock Details XLSR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-1,851	Closed	-$70K	–	992
2022 Q2	$70K	Buy	+1,851	New	+$76.7K	0.04%	363
2022 Q1	–	Sell	-3,848	Closed	-$181K	–	932
2021 Q4	$181K	Hold	3,848	–	–	0.08%	227
2021 Q3	$170K	Buy	+3,848	New	+$175K	0.08%	232
2021 Q2	–	Sell	-1,564	Closed	-$64K	–	761
2021 Q1	$64K	Buy	+1,564	New	+$63.9K	0.04%	303
2020 Q1	–	Sell	-1,028	Closed	-$35K	–	641
2019 Q4	$35K	Buy	+1,028	New	+$33.2K	0.03%	320

Other funds holding XLSR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CFO

Capitol Family Office Beaverton, Oregon $84.7M AUM 15.85% 1-Year Est. Return

APC

Aspire Private Capital Cornelius, North Carolina $484M AUM 17.28% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Total Clarity Wealth Management's XLSR Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of State Street US Sector Rotation ETF (XLSR) in Q3 2022, closing a stake of 1,851 shares — an estimated $70K sold.

Total Clarity Wealth Management first reported a position in XLSR in Q4 2019 and held it in 5 quarters. The position peaked at $181K in Q4 2021. 62 funds tracked by Wall St. Rank hold XLSR as of Q3 2022.

Total Clarity Wealth Management reported no remaining State Street US Sector Rotation ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 1,851 State Street US Sector Rotation ETF shares in Q3 2022, an estimated $70K.
Total Clarity Wealth Management first reported a position in State Street US Sector Rotation ETF in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's State Street US Sector Rotation ETF position peaked at $181K in Q4 2021.
62 funds tracked by Wall St. Rank held State Street US Sector Rotation ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.