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Atomi Financial Group’s Main Sector Rotation ETF SECT Stock Holding History

Atomi Financial Group’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
2025
Q1 		– Sell
-9,384
Closed -$516K – 1108
2024
Q4 		$516K Sell
9,384
-168
-2% -$9.31K 0.03% 466
2024
Q3 		$514K Sell
9,552
-243
-2% -$12.6K 0.03% 439
2024
Q2 		$500K Buy
9,795
+812
+9% +$40.5K 0.04% 395
2024
Q1 		$453K Buy
8,983
+2,157
+32% +$104K 0.04% 382
2023
Q4 		$318K Buy
+6,826
New +$298K 0.04% 398

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Atomi Financial Group's SECT Position: Q1 2025 in Review

Atomi Financial Group sold out of Main Sector Rotation ETF (SECT) in Q1 2025, closing a stake of 9,384 shares — an estimated $516K sold.

Atomi Financial Group first reported a position in SECT in Q4 2023 and held it in 5 quarters. The position peaked at $516K in Q4 2024. 96 funds tracked by Wall St. Rank hold SECT as of Q1 2025.

  • Atomi Financial Group reported no remaining Main Sector Rotation ETF position as of Q1 2025 after selling out during the quarter.
  • Atomi Financial Group sold 9,384 Main Sector Rotation ETF shares in Q1 2025, an estimated $516K.
  • Atomi Financial Group first reported a position in Main Sector Rotation ETF in Q4 2023 and held it in 5 quarters.
  • Atomi Financial Group's Main Sector Rotation ETF position peaked at $516K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2025.

Based on Atomi Financial Group's 13F filing for Q1 2025, filed 14 May 2025.