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WealthPlan Investment Management’s Main Sector Rotation ETF SECT Stock Holding History

WealthPlan Investment Management’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
Q1 		– Sell
-267,182
Closed -$11.2M – 549
2022
Q4 		$11.2M Buy
267,182
+6,228
+2% +$242K 0.78% 47
2022
Q3 		$10.3M Buy
+260,954
New +$10M 0.75% 47
2022
Q1 		$10.3M Buy
+264,561
New +$11.2M 0.72% 52

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
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
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

WealthPlan Investment Management's SECT Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Main Sector Rotation ETF (SECT) in Q1 2023, closing a stake of 267,182 shares — an estimated $11.2M sold.

WealthPlan Investment Management first reported a position in SECT in Q1 2022 and held it in 3 quarters. The position peaked at $11.2M in Q4 2022. 52 funds tracked by Wall St. Rank hold SECT as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Main Sector Rotation ETF position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 267,182 Main Sector Rotation ETF shares in Q1 2023, an estimated $11.2M.
  • WealthPlan Investment Management first reported a position in Main Sector Rotation ETF in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Main Sector Rotation ETF position peaked at $11.2M in Q4 2022.
  • 52 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.