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Coppell Advisory Solutions’s Main Sector Rotation ETF SECT Stock Holding History

Coppell Advisory Solutions’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 		– Sell
-10,523
Closed -$684K – 289
2025
Q4 		$684K Hold
10,523
– – 0.07% 218
2025
Q3 		$661K Hold
10,523
– – 0.07% 217
2025
Q2 		$607K Buy
+10,523
New +$556K 0.07% 210
2025
Q1 		– Sell
-10,523
Closed -$581K – 1568
2024
Q4 		$581K Buy
10,523
+452
+4% +$25.1K 0.08% 155
2024
Q3 		$541K Hold
10,071
– – 0.08% 163
2024
Q2 		$515K Buy
+10,071
New +$502K 0.08% 152
2023
Q4 		$474K Buy
10,193
+7,222
+243% +$315K 0.09% 163
2023
Q3 		$115K Buy
2,971
+350
+13% +$15.2K 0.04% 207
2023
Q2 		$112K Buy
+2,621
New +$108K 0.03% 253
2023
Q1 		– Sell
-2,971
Closed -$115K – 910
2022
Q4 		$115K Buy
+2,971
New +$115K 0.04% 210

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 $457M AUM 23.18% 1-Year Est. Return