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Cooper Financial Group’s Main Sector Rotation ETF SECT Stock Holding History

Cooper Financial Group’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
2025
Q2 		– Sell
-56,292
Closed -$2.87M – 402
2025
Q1 		$2.87M Sell
56,292
-1,713
-3% -$94K 0.38% 54
2024
Q4 		$3.19M Buy
58,005
+3,511
+6% +$195K 0.38% 49
2024
Q3 		$2.93M Sell
54,494
-100
-0.2% -$5.19K 0.38% 48
2024
Q2 		$2.79M Buy
+54,594
New +$2.72M 0.41% 40

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Cooper Financial Group's SECT Position: Q2 2025 in Review

Cooper Financial Group sold out of Main Sector Rotation ETF (SECT) in Q2 2025, closing a stake of 56,292 shares — an estimated $2.87M sold.

Cooper Financial Group first reported a position in SECT in Q2 2024 and held it in 4 quarters. The position peaked at $3.19M in Q4 2024. 102 funds tracked by Wall St. Rank hold SECT as of Q2 2025.

  • Cooper Financial Group reported no remaining Main Sector Rotation ETF position as of Q2 2025 after selling out during the quarter.
  • Cooper Financial Group sold 56,292 Main Sector Rotation ETF shares in Q2 2025, an estimated $2.87M.
  • Cooper Financial Group first reported a position in Main Sector Rotation ETF in Q2 2024 and held it in 4 quarters.
  • Cooper Financial Group's Main Sector Rotation ETF position peaked at $3.19M in Q4 2024.
  • 102 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2025.

Based on Cooper Financial Group's 13F filing for Q2 2025, filed 18 Jul 2025.