Barnes Dennig Private Wealth Management’s Main Sector Rotation ETF SECT Stock Holding History

Barnes Dennig Private 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	$556K	Hold	7,713	–	–	0.44%	43
2026 Q1	$466K	Buy	7,713 +201	+3%	+$12.8K	0.46%	50
2025 Q4	$485K	Buy	7,512 +3,471	+86%	+$221K	0.49%	45
2025 Q3	$255K	Hold	4,041	–	–	0.27%	58
2025 Q2	$235K	Hold	4,041	–	–	0.28%	51
2025 Q1	$206K	Buy	+4,041	New	+$222K	0.31%	41

Other funds holding SECT

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return