Compass Financial Management’s Main Sector Rotation ETF SECT Stock Holding History

Compass Financial 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	$34.9K	Buy	+484	New	+$33K	﹤0.01%	757

Other funds holding SECT

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Compass Financial Management's SECT Position: Q2 2026 in Review

Compass Financial Management opened a new position in Main Sector Rotation ETF (SECT) in Q2 2026: 484 shares worth $34.9K. The stake represents ﹤0.01% of the portfolio and ranks #757 among its holdings.

125 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

Compass Financial Management held 484 shares of Main Sector Rotation ETF worth $34.9K as of Q2 2026.
Main Sector Rotation ETF was a new Compass Financial Management position in Q2 2026.
Main Sector Rotation ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #757 holding.
125 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.