UBS Group
SECT icon

UBS Group’s Main Sector Rotation ETF SECT Stock Holding History

UBS Group’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
2024
Q3 		– Sell
-4,520
Closed -$231K – 10001
2024
Q2 		$231K Buy
+4,520
New +$225K ﹤0.01% 5567
2024
Q1 		– Sell
-375
Closed -$17.5K – 9935
2023
Q4 		$17.5K Sell
375
-237
-39% -$10.3K ﹤0.01% 7186
2023
Q3 		$25.8K Sell
612
-155
-20% -$6.73K ﹤0.01% 6675
2023
Q2 		$33K Buy
+767
New +$31.6K ﹤0.01% 6674
2023
Q1 		– Sell
-1,271
Closed -$49.3K – 10282
2022
Q4 		$49.3K Sell
1,271
-1,964
-61% -$76.2K ﹤0.01% 6796
2022
Q3 		$115K Buy
+3,235
New +$124K ﹤0.01% 5593
2022
Q2 		– Sell
-602
Closed -$26K – 10861
2022
Q1 		$26K Buy
602
+477
+382% +$20.2K ﹤0.01% 7154
2021
Q4 		$6K Sell
125
-2,060
-94% -$89.5K ﹤0.01% 9293
2021
Q3 		$89K Buy
+2,185
New +$90.7K ﹤0.01% 5909
2021
Q2 		– Sell
-498
Closed -$19K – 9767
2021
Q1 		$19K Sell
498
-1,156
-70% -$43.1K ﹤0.01% 7442
2020
Q4 		$58K Buy
1,654
+391
+31% +$12.9K ﹤0.01% 6065
2020
Q3 		$39K Buy
1,263
+613
+94% +$18.6K ﹤0.01% 5820
2020
Q2 		$18K Sell
650
-21
-3% -$560 ﹤0.01% 6627
2020
Q1 		$16K Sell
671
-337
-33% -$9.65K ﹤0.01% 6644
2019
Q4 		$31K Buy
+1,008
New +$30.2K ﹤0.01% 6620
2019
Q3 		– Sell
-1,009
Closed -$29K – 8224
2019
Q2 		$29K Buy
1,009
+505
+100% +$14.3K ﹤0.01% 6363
2019
Q1 		$14K Sell
504
-160
-24% -$4.28K ﹤0.01% 6597
2018
Q4 		$16K Sell
664
-218
-25% -$5.79K ﹤0.01% 6949
2018
Q3 		$26K Buy
+882
New +$25.5K ﹤0.01% 6637
2017
Q4 		– Sell
-2,200
Closed -$57K – 8062
2017
Q3 		$57K Buy
+2,200
New +$55.9K ﹤0.01% 5702

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

UBS Group's SECT Position: Q3 2024 in Review

UBS Group sold out of Main Sector Rotation ETF (SECT) in Q3 2024, closing a stake of 4,520 shares — an estimated $231K sold.

UBS Group first reported a position in SECT in Q3 2017 and held it in 20 quarters. The position peaked at $231K in Q2 2024. 86 funds tracked by Wall St. Rank hold SECT as of Q3 2024.

  • UBS Group reported no remaining Main Sector Rotation ETF position as of Q3 2024 after selling out during the quarter.
  • UBS Group sold 4,520 Main Sector Rotation ETF shares in Q3 2024, an estimated $231K.
  • UBS Group first reported a position in Main Sector Rotation ETF in Q3 2017 and held it in 20 quarters.
  • UBS Group's Main Sector Rotation ETF position peaked at $231K in Q2 2024.
  • 86 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q3 2024.

Based on UBS Group's 13F filing for Q3 2024, filed 14 Nov 2024.