VWA
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V Wealth Advisors’s Main Sector Rotation ETF SECT Stock Holding History

V Wealth Advisors’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
-5,815
Closed -$251K – 309
2023
Q2 		$251K Sell
5,815
-5,269
-48% -$217K 0.04% 320
2023
Q1 		$450K Buy
+11,084
New +$449K 0.08% 210

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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

V Wealth Advisors's SECT Position: Q3 2023 in Review

V Wealth Advisors sold out of Main Sector Rotation ETF (SECT) in Q3 2023, closing a stake of 5,815 shares — an estimated $251K sold.

V Wealth Advisors first reported a position in SECT in Q1 2023 and held it in 2 quarters. The position peaked at $450K in Q1 2023. 66 funds tracked by Wall St. Rank hold SECT as of Q3 2023.

  • V Wealth Advisors reported no remaining Main Sector Rotation ETF position as of Q3 2023 after selling out during the quarter.
  • V Wealth Advisors sold 5,815 Main Sector Rotation ETF shares in Q3 2023, an estimated $251K.
  • V Wealth Advisors first reported a position in Main Sector Rotation ETF in Q1 2023 and held it in 2 quarters.
  • V Wealth Advisors's Main Sector Rotation ETF position peaked at $450K in Q1 2023.
  • 66 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.