BAM Wealth Management’s Main Sector Rotation ETF SECT Stock Holding History

BAM Wealth Management’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 Q3	$1.61M	Sell	22,560 -4,310	-16%	-$308K	0.87%	24
2026 Q2	$1.94M	Buy	26,870 +5,704	+27%	+$389K	1.21%	18
2026 Q1	$1.28M	Sell	21,166 -143	-0.7%	-$9.1K	0.96%	23
2025 Q4	$1.38M	Sell	21,309 -4,747	-18%	-$303K	0.99%	19
2025 Q3	$1.64M	Buy	+26,056	New	+$1.56M	1.27%	15

Other funds holding SECT

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Madrona Financial Services Everett, Washington $646M AUM 23.24% 1-Year Est. Return

Silver Grove Financial Group Orchard Park, New York $214M AUM 19.83% 1-Year Est. Return

GWM

Gibbs Wealth Management Alpharetta, Georgia $955M AUM 18.67% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

AMG Asset Management Group Cartersville, Georgia $162M AUM 22.3% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.27B AUM 30.11% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

BAM Wealth Management's SECT Position: Q3 2026 in Review

BAM Wealth Management reduced its Main Sector Rotation ETF (SECT) stake by 16% in Q3 2026, selling an estimated $308K and leaving 22,560 shares worth $1.61M. The position accounts for 0.87% of the portfolio, ranked #24.

BAM Wealth Management first reported a position in SECT in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.94M in Q2 2026. 71 funds tracked by Wall St. Rank hold SECT as of Q3 2026.

BAM Wealth Management held 22,560 shares of Main Sector Rotation ETF worth $1.61M as of Q3 2026.
BAM Wealth Management sold 4,310 Main Sector Rotation ETF shares in Q3 2026, an estimated $308K.
Main Sector Rotation ETF made up 0.87% of BAM Wealth Management's portfolio in Q3 2026, its #24 holding.
BAM Wealth Management first reported a position in Main Sector Rotation ETF in Q3 2025 and has held it in 5 quarters since.
BAM Wealth Management's Main Sector Rotation ETF position peaked at $1.94M in Q2 2026.
71 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.