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Atria Investments’s Main Sector Rotation ETF SECT Stock Holding History

Atria Investments’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 		$8.78M Sell
145,455
-11,837
-8% -$753K 0.1% 224
2025
Q4 		$10.2M Buy
157,292
+5,329
+4% +$340K 0.12% 187
2025
Q3 		$9.58M Sell
151,963
-13,780
-8% -$827K 0.11% 200
2025
Q2 		$9.62M Sell
165,743
-382
-0.2% -$20.2K 0.11% 202
2025
Q1 		$8.48M Sell
166,125
-38,609
-19% -$2.12M 0.11% 219
2024
Q4 		$11.3M Sell
204,734
-32,840
-14% -$1.82M 0.14% 165
2024
Q3 		$12.8M Buy
237,574
+21,419
+10% +$1.11M 0.16% 141
2024
Q2 		$11M Sell
216,155
-3,611
-2% -$180K 0.14% 156
2024
Q1 		$11.1M Buy
219,766
+2,440
+1% +$117K 0.15% 154
2023
Q4 		$10.1M Buy
217,326
+141,078
+185% +$6.16M 0.16% 154
2023
Q3 		$3.21M Buy
76,248
+37,493
+97% +$1.63M 0.06% 410
2023
Q2 		$1.67M Buy
38,755
+6,056
+19% +$250K 0.03% 617
2023
Q1 		$1.33M Sell
32,699
-9,954
-23% -$403K 0.03% 693
2022
Q4 		$1.65M Buy
+42,653
New +$1.65M 0.03% 578

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 $376B 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