AWA
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Arkadios Wealth Advisors’s Main Sector Rotation ETF SECT Stock Holding History

Arkadios 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
2026
Q1 		$230K Buy
3,802
+14
+0.4% +$891 ﹤0.01% 1502
2025
Q4 		$244K Buy
3,788
+5
+0.1% +$319 ﹤0.01% 1355
2025
Q3 		$238K Buy
3,783
+6
+0.2% +$360 0.01% 1271
2025
Q2 		$219K Buy
+3,777
New +$200K 0.01% 1177
2025
Q1 		– Sell
-4,488
Closed -$247K – 1185
2024
Q4 		$247K Sell
4,488
-13,298
-75% -$737K 0.01% 796
2024
Q3 		$956K Sell
17,786
-1,807
-9% -$93.8K 0.05% 338
2024
Q2 		$1M Buy
19,593
+116
+0.6% +$5.78K 0.07% 281
2024
Q1 		$981K Buy
19,477
+664
+4% +$32K 0.08% 240
2023
Q4 		$876K Sell
18,813
-2,259
-11% -$98.6K 0.07% 248
2023
Q3 		$887K Sell
21,072
-414
-2% -$18K 0.08% 229
2023
Q2 		$926K Sell
21,486
-1,964
-8% -$81K 0.11% 196
2023
Q1 		$952K Buy
23,450
+181
+0.8% +$7.33K 0.11% 194
2022
Q4 		$903K Buy
23,269
+4,223
+22% +$164K 0.12% 185
2022
Q3 		$677K Buy
19,046
+365
+2% +$14K 0.1% 211
2022
Q2 		$679K Buy
18,681
+2
+0% +$78 0.1% 229
2022
Q1 		$795K Buy
18,679
+5,397
+41% +$228K 0.1% 221
2021
Q4 		$596K Buy
+13,282
New +$577K 0.08% 291

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 $457M AUM 23.18% 1-Year Est. Return