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
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

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

CFC Planning Company's SECT Position: Q2 2026 in Review

CFC Planning Company reduced its Main Sector Rotation ETF (SECT) stake by 1.6% in Q2 2026, selling an estimated $44.2K and leaving 41,100 shares worth $2.96M. The position accounts for 1.73% of the portfolio, ranked #21.

CFC Planning Company first reported a position in SECT in Q4 2024 and has held it in 7 quarters since. 128 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

  • CFC Planning Company held 41,100 shares of Main Sector Rotation ETF worth $2.96M as of Q2 2026.
  • CFC Planning Company sold 648 Main Sector Rotation ETF shares in Q2 2026, an estimated $44.2K.
  • Main Sector Rotation ETF made up 1.73% of CFC Planning Company's portfolio in Q2 2026, its #21 holding.
  • CFC Planning Company first reported a position in Main Sector Rotation ETF in Q4 2024 and has held it in 7 quarters since.
  • 128 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on CFC Planning Company's 13F filing for Q2 2026, filed 5 Aug 2026.