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Coldstream Capital Management’s Main Sector Rotation ETF SECT Stock Holding History

Coldstream Capital 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 		$1.51M Buy
20,888
+4
+0% +$273 0.02% 372
2026
Q1 		$1.26M Sell
20,884
-62
-0.3% -$3.95K 0.02% 417
2025
Q4 		$1.35M Sell
20,946
-30
-0.1% -$1.91K 0.02% 379
2025
Q3 		$1.32M Buy
20,976
+17,136
+446% +$1.03M 0.02% 396
2025
Q2 		$223K Buy
3,840
+1,182
+44% +$62.5K ﹤0.01% 1023
2025
Q1 		$136K Buy
+2,658
New +$146K ﹤0.01% 1199

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

Coldstream Capital Management's SECT Position: Q2 2026 in Review

Coldstream Capital Management increased its Main Sector Rotation ETF (SECT) stake by 0.02% in Q2 2026, buying an estimated $273 and bringing the position to 20,888 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #372.

Coldstream Capital Management first reported a position in SECT in Q1 2025 and has held it in 6 quarters since. 127 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

  • Coldstream Capital Management held 20,888 shares of Main Sector Rotation ETF worth $1.51M as of Q2 2026.
  • Coldstream Capital Management bought 4 Main Sector Rotation ETF shares in Q2 2026, an estimated $273.
  • Main Sector Rotation ETF made up 0.02% of Coldstream Capital Management's portfolio in Q2 2026, its #372 holding.
  • Coldstream Capital Management first reported a position in Main Sector Rotation ETF in Q1 2025 and has held it in 6 quarters since.
  • 127 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.