AAS
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Avantax Advisory Services’s Main Sector Rotation ETF SECT Stock Holding History

Avantax Advisory Services’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 		$9.03M Buy
155,435
+8,407
+6% +$445K 0.05% 295
2025
Q1 		$7.51M Buy
147,028
+17,985
+14% +$987K 0.05% 312
2024
Q4 		$7.09M Buy
129,043
+13,603
+12% +$754K 0.04% 303
2024
Q3 		$6.21M Buy
115,440
+17,065
+17% +$886K 0.04% 334
2024
Q2 		$5.03M Buy
98,375
+10,056
+11% +$501K 0.04% 369
2024
Q1 		$4.45M Buy
88,319
+15,983
+22% +$770K 0.04% 331
2023
Q4 		$3.37M Buy
72,336
+29,636
+69% +$1.29M 0.03% 367
2023
Q3 		$1.8M Buy
42,700
+12,376
+41% +$537K 0.02% 491
2023
Q2 		$1.31M Buy
30,324
+15,302
+102% +$631K 0.01% 586
2023
Q1 		$610K Buy
+15,022
New +$608K 0.01% 831

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Avantax Advisory Services's SECT Position: Q2 2025 in Review

Avantax Advisory Services increased its Main Sector Rotation ETF (SECT) stake by 5.7% in Q2 2025, buying an estimated $445K and bringing the position to 155,435 shares worth $9.03M. The position accounts for 0.05% of the portfolio, ranked #295.

Avantax Advisory Services first reported a position in SECT in Q1 2023 and has held it in 10 quarters since. 102 funds tracked by Wall St. Rank hold SECT as of Q2 2025.

  • Avantax Advisory Services held 155,435 shares of Main Sector Rotation ETF worth $9.03M as of Q2 2025.
  • Avantax Advisory Services bought 8,407 Main Sector Rotation ETF shares in Q2 2025, an estimated $445K.
  • Main Sector Rotation ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #295 holding.
  • Avantax Advisory Services first reported a position in Main Sector Rotation ETF in Q1 2023 and has held it in 10 quarters since.
  • 102 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.