BWM
SECT icon

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
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

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
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
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return
CFG
Copley Financial Group San Diego, California $165M AUM 27.22% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BAM Wealth Management's SECT Position: Q2 2026 in Review

BAM Wealth Management increased its Main Sector Rotation ETF (SECT) stake by 27% in Q2 2026, buying an estimated $389K and bringing the position to 26,870 shares worth $1.94M. The position accounts for 1.21% of the portfolio, ranked #18.

BAM Wealth Management first reported a position in SECT in Q3 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

  • BAM Wealth Management held 26,870 shares of Main Sector Rotation ETF worth $1.94M as of Q2 2026.
  • BAM Wealth Management bought 5,704 Main Sector Rotation ETF shares in Q2 2026, an estimated $389K.
  • Main Sector Rotation ETF made up 1.21% of BAM Wealth Management's portfolio in Q2 2026, its #18 holding.
  • BAM Wealth Management first reported a position in Main Sector Rotation ETF in Q3 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on BAM Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.