Carson Wealth (CWM LLC)
SECT icon

Carson Wealth (CWM LLC)’s Main Sector Rotation ETF SECT Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$7.03M Buy
116,491
+20,007
+21% +$1.27M 0.02% 680
2025
Q4 		$6.23M Buy
96,484
+4,333
+5% +$276K 0.02% 697
2025
Q3 		$5.81M Sell
92,151
-10,847
-11% -$651K 0.02% 654
2025
Q2 		$5.98M Sell
102,998
-3,505
-3% -$185K 0.02% 532
2025
Q1 		$5.44M Buy
106,503
+765
+0.7% +$42K 0.02% 507
2024
Q4 		$5.81M Sell
105,738
-10,756
-9% -$596K 0.02% 441
2024
Q3 		$6.26M Buy
116,494
+79,228
+213% +$4.11M 0.03% 401
2024
Q2 		$1.9M Sell
37,266
-1,370
-4% -$68.3K 0.01% 663
2024
Q1 		$1.95M Buy
38,636
+32,687
+549% +$1.57M 0.01% 625
2023
Q4 		$277K Buy
+5,949
New +$260K ﹤0.01% 1283
2023
Q3 		– Sell
-10
Closed – – 4499
2023
Q2 		$0 Sell
10
-69
-87% -$2.84K ﹤0.01% 4435
2023
Q1 		$3K Buy
+79
New +$3.2K ﹤0.01% 3562

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SECT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Main Sector Rotation ETF (SECT) stake by 21% in Q1 2026, buying an estimated $1.27M and bringing the position to 116,491 shares worth $7.03M. The position accounts for 0.02% of the portfolio, ranked #680.

Carson Wealth (CWM LLC) first reported a position in SECT in Q1 2023 and has held it in 12 quarters since. 113 funds tracked by Wall St. Rank hold SECT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 116,491 shares of Main Sector Rotation ETF worth $7.03M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 20,007 Main Sector Rotation ETF shares in Q1 2026, an estimated $1.27M.
  • Main Sector Rotation ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #680 holding.
  • Carson Wealth (CWM LLC) first reported a position in Main Sector Rotation ETF in Q1 2023 and has held it in 12 quarters since.
  • 113 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.