AWM
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AE Wealth Management’s Main Sector Rotation ETF SECT Stock Holding History

AE Wealth 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
2026
Q1 		$456K Buy
7,559
+57
+0.8% +$3.63K ﹤0.01% 1154
2025
Q4 		$484K Sell
7,502
-3,639
-33% -$232K ﹤0.01% 1067
2025
Q3 		$702K Buy
11,141
+5,589
+101% +$336K ﹤0.01% 850
2025
Q2 		$322K Sell
5,552
-1,158
-17% -$61.2K ﹤0.01% 1091
2025
Q1 		$343K Sell
6,710
-9,772
-59% -$536K ﹤0.01% 1035
2024
Q4 		$906K Buy
+16,482
New +$914K 0.01% 725
2024
Q1 		– Sell
-32,601
Closed -$1.55M – 1830
2023
Q4 		$1.55M Buy
32,601
+5,680
+21% +$248K 0.01% 994
2023
Q3 		$1.13M Buy
26,921
+3,317
+14% +$144K 0.01% 1050
2023
Q2 		$1.02M Sell
23,604
-461
-2% -$19K 0.01% 1087
2023
Q1 		$977K Sell
24,065
-696
-3% -$28.2K 0.01% 1057
2022
Q4 		$960K Sell
24,761
-339
-1% -$13.1K 0.01% 997
2022
Q3 		$892K Sell
25,100
-305
-1% -$11.7K 0.01% 986
2022
Q2 		$924K Sell
25,405
-4,579
-15% -$180K 0.01% 916
2022
Q1 		$1.28M Buy
29,984
+2,832
+10% +$120K 0.01% 841
2021
Q4 		$1.22M Sell
27,152
-177
-0.6% -$7.69K 0.01% 857
2021
Q3 		$1.11M Buy
27,329
+807
+3% +$33.5K 0.01% 832
2021
Q2 		$1.09M Sell
26,522
-1,425
-5% -$57.1K 0.01% 805
2021
Q1 		$1.07M Sell
27,947
-18,478
-40% -$689K 0.01% 747
2020
Q4 		$1.63M Sell
46,425
-5,690
-11% -$187K 0.02% 553
2020
Q3 		$1.62M Sell
52,115
-19,307
-27% -$587K 0.02% 493
2020
Q2 		$2.02M Sell
71,422
-20,626
-22% -$550K 0.03% 405
2020
Q1 		$2.24M Sell
92,048
-40,473
-31% -$1.16M 0.05% 282
2019
Q4 		$4.09M Sell
132,521
-11,279
-8% -$338K 0.09% 211
2019
Q3 		$4.18M Sell
143,800
-55,468
-28% -$1.6M 0.12% 164
2019
Q2 		$5.74M Buy
+199,268
New +$5.63M 0.17% 105
2018
Q4 		– Sell
-226,055
Closed -$6.58M – 582
2018
Q3 		$6.58M Buy
226,055
+21,737
+11% +$627K 0.36% 56
2018
Q2 		$5.69M Buy
204,318
+31,073
+18% +$873K 0.39% 47
2018
Q1 		$4.78M Buy
173,245
+25,524
+17% +$726K 0.37% 48
2017
Q4 		$4.04M Buy
+147,721
New +$3.93M 0.36% 54

Other funds holding SECT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 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
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

AE Wealth Management's SECT Position: Q1 2026 in Review

AE Wealth Management increased its Main Sector Rotation ETF (SECT) stake by 0.76% in Q1 2026, buying an estimated $3.63K and bringing the position to 7,559 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #1154.

AE Wealth Management first reported a position in SECT in Q4 2017 and has held it in 29 quarters since. The position peaked at $6.58M in Q3 2018. 112 funds tracked by Wall St. Rank hold SECT as of Q1 2026.

  • AE Wealth Management held 7,559 shares of Main Sector Rotation ETF worth $456K as of Q1 2026.
  • AE Wealth Management bought 57 Main Sector Rotation ETF shares in Q1 2026, an estimated $3.63K.
  • Main Sector Rotation ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1154 holding.
  • AE Wealth Management first reported a position in Main Sector Rotation ETF in Q4 2017 and has held it in 29 quarters since.
  • AE Wealth Management's Main Sector Rotation ETF position peaked at $6.58M in Q3 2018.
  • 112 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.