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

Copley 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
2026
Q1 		$14.7M Sell
244,231
-57,039
-19% -$3.63M 8.9% 2
2025
Q4 		$19.4M Buy
301,270
+5,807
+2% +$370K 12.03% 1
2025
Q3 		$18.6M Sell
295,463
-6,166
-2% -$370K 12.74% 1
2025
Q2 		$17.5M Sell
301,629
-41,686
-12% -$2.2M 12.99% 1
2025
Q1 		$17.5M Sell
343,315
-5,049
-1% -$277K 13.42% 1
2024
Q4 		$19.1M Buy
348,364
+147,969
+74% +$8.2M 14.66% 1
2024
Q3 		$10.8M Buy
+200,395
New +$10.4M 9.79% 2

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
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
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Copley Financial Group's SECT Position: Q1 2026 in Review

Copley Financial Group reduced its Main Sector Rotation ETF (SECT) stake by 19% in Q1 2026, selling an estimated $3.63M and leaving 244,231 shares worth $14.7M. The position accounts for 8.9% of the portfolio, ranked #2.

Copley Financial Group first reported a position in SECT in Q3 2024 and has held it in 7 quarters since. The position peaked at $19.4M in Q4 2025. 112 funds tracked by Wall St. Rank hold SECT as of Q1 2026.

  • Copley Financial Group held 244,231 shares of Main Sector Rotation ETF worth $14.7M as of Q1 2026.
  • Copley Financial Group sold 57,039 Main Sector Rotation ETF shares in Q1 2026, an estimated $3.63M.
  • Main Sector Rotation ETF made up 8.9% of Copley Financial Group's portfolio in Q1 2026, its #2 holding.
  • Copley Financial Group first reported a position in Main Sector Rotation ETF in Q3 2024 and has held it in 7 quarters since.
  • Copley Financial Group's Main Sector Rotation ETF position peaked at $19.4M in Q4 2025.
  • 112 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.