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 Q3	$2.94M	Sell	41,072 -28	-0.1%	-$2K	1.58%	24
2026 Q2	$2.96M	Sell	41,100 -648	-2%	-$44.2K	1.73%	21
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

Madrona Financial Services Everett, Washington $646M AUM 23.24% 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

Virtue Capital Management Brentwood, Tennessee $768M AUM 30.82% 1-Year Est. Return

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

CFC Planning Company's SECT Position: Q3 2026 in Review

CFC Planning Company reduced its Main Sector Rotation ETF (SECT) stake by 0.07% in Q3 2026, selling an estimated $2K and leaving 41,072 shares worth $2.94M. The position accounts for 1.58% of the portfolio, ranked #24.

CFC Planning Company first reported a position in SECT in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.96M in Q2 2026. 52 funds tracked by Wall St. Rank hold SECT as of Q3 2026.

CFC Planning Company held 41,072 shares of Main Sector Rotation ETF worth $2.94M as of Q3 2026.
CFC Planning Company sold 28 Main Sector Rotation ETF shares in Q3 2026, an estimated $2K.
Main Sector Rotation ETF made up 1.58% of CFC Planning Company's portfolio in Q3 2026, its #24 holding.
CFC Planning Company first reported a position in Main Sector Rotation ETF in Q4 2024 and has held it in 8 quarters since.
CFC Planning Company's Main Sector Rotation ETF position peaked at $2.96M in Q2 2026.
52 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q3 2026.

Based on CFC Planning Company's 13F filing for Q3 2026, filed 28 Oct 2026.