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Atria Wealth Solutions’s Main Sector Rotation ETF SECT Stock Holding History

Atria Wealth Solutions’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
Q2 		$6.33M Sell
108,779
-338,102
-76% -$17.9M 0.14% 166
2025
Q1 		$22.8M Buy
446,881
+44,862
+11% +$2.46M 0.27% 76
2024
Q4 		$22.1M Buy
402,019
+50,514
+14% +$2.8M 0.24% 87
2024
Q3 		$18.9M Sell
351,505
-53,108
-13% -$2.76M 0.2% 103
2024
Q2 		$20.7M Buy
404,613
+51,089
+14% +$2.55M 0.23% 91
2024
Q1 		$17.8M Buy
353,524
+27,736
+9% +$1.34M 0.2% 106
2023
Q4 		$15.2M Buy
325,788
+85,697
+36% +$3.74M 0.19% 113
2023
Q3 		$10.1M Buy
240,091
+33,496
+16% +$1.45M 0.14% 155
2023
Q2 		$8.92M Buy
206,595
+38,617
+23% +$1.59M 0.12% 169
2023
Q1 		$6.83M Buy
167,978
+15,500
+10% +$628K 0.1% 196
2022
Q4 		$5.93M Buy
152,478
+35,668
+31% +$1.38M 0.1% 225
2022
Q3 		$4.16M Buy
116,810
+12,615
+12% +$484K 0.07% 265
2022
Q2 		$3.79M Buy
104,195
+5,744
+6% +$225K 0.07% 285
2022
Q1 		$4.19M Buy
+98,451
New +$4.17M 0.07% 289

Other funds holding SECT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 22.96% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Atria Wealth Solutions's SECT Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Main Sector Rotation ETF (SECT) stake by 76% in Q2 2025, selling an estimated $17.9M and leaving 108,779 shares worth $6.33M. The position accounts for 0.14% of the portfolio, ranked #166.

Atria Wealth Solutions first reported a position in SECT in Q1 2022 and has held it in 14 quarters since. The position peaked at $22.8M in Q1 2025. 102 funds tracked by Wall St. Rank hold SECT as of Q2 2025.

  • Atria Wealth Solutions held 108,779 shares of Main Sector Rotation ETF worth $6.33M as of Q2 2025.
  • Atria Wealth Solutions sold 338,102 Main Sector Rotation ETF shares in Q2 2025, an estimated $17.9M.
  • Main Sector Rotation ETF made up 0.14% of Atria Wealth Solutions's portfolio in Q2 2025, its #166 holding.
  • Atria Wealth Solutions first reported a position in Main Sector Rotation ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Main Sector Rotation ETF position peaked at $22.8M in Q1 2025.
  • 102 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.