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Wealthcare Advisory Partners’s Main Sector Rotation ETF SECT Stock Holding History

Wealthcare Advisory 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
2024
Q4 		– Sell
-6,107
Closed -$328K – 923
2024
Q3 		$328K Buy
+6,107
New +$317K 0.01% 686
2020
Q2 		– Sell
-526
Closed -$13K – 1166
2020
Q1 		$13K Buy
+526
New +$15.1K ﹤0.01% 852

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Wealthcare Advisory Partners's SECT Position: Q4 2024 in Review

Wealthcare Advisory Partners sold out of Main Sector Rotation ETF (SECT) in Q4 2024, closing a stake of 6,107 shares — an estimated $328K sold.

Wealthcare Advisory Partners first reported a position in SECT in Q1 2020 and held it in 2 quarters. The position peaked at $328K in Q3 2024. 96 funds tracked by Wall St. Rank hold SECT as of Q4 2024.

  • Wealthcare Advisory Partners reported no remaining Main Sector Rotation ETF position as of Q4 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 6,107 Main Sector Rotation ETF shares in Q4 2024, an estimated $328K.
  • Wealthcare Advisory Partners first reported a position in Main Sector Rotation ETF in Q1 2020 and held it in 2 quarters.
  • Wealthcare Advisory Partners's Main Sector Rotation ETF position peaked at $328K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q4 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2024, filed 15 Jan 2025.