CPC
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CFC Planning Company’s Main Sector Rotation ETF SECT Stock Holding History

CFC Planning Company’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 		$2.52M Buy
41,748
+2,241
+6% +$143K 1.8% 21
2025
Q4 		$2.55M Sell
39,507
-223
-0.6% -$14.2K 1.94% 21
2025
Q3 		$2.5M Buy
39,730
+241
+0.6% +$14.5K 2.06% 23
2025
Q2 		$2.29M Sell
39,489
-745
-2% -$39.4K 2.16% 15
2025
Q1 		$2.05M Sell
40,234
-4,594
-10% -$252K 2.2% 15
2024
Q4 		$2.46M Buy
+44,828
New +$2.49M 2.64% 11

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
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
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

CFC Planning Company's SECT Position: Q1 2026 in Review

CFC Planning Company increased its Main Sector Rotation ETF (SECT) stake by 5.7% in Q1 2026, buying an estimated $143K and bringing the position to 41,748 shares worth $2.52M. The position accounts for 1.8% of the portfolio, ranked #21.

CFC Planning Company first reported a position in SECT in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.55M in Q4 2025. 112 funds tracked by Wall St. Rank hold SECT as of Q1 2026.

  • CFC Planning Company held 41,748 shares of Main Sector Rotation ETF worth $2.52M as of Q1 2026.
  • CFC Planning Company bought 2,241 Main Sector Rotation ETF shares in Q1 2026, an estimated $143K.
  • Main Sector Rotation ETF made up 1.8% of CFC Planning Company's portfolio in Q1 2026, its #21 holding.
  • CFC Planning Company first reported a position in Main Sector Rotation ETF in Q4 2024 and has held it in 6 quarters since.
  • CFC Planning Company's Main Sector Rotation ETF position peaked at $2.55M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2026.

Based on CFC Planning Company's 13F filing for Q1 2026, filed 24 Apr 2026.