Creative Planning
SECT icon

Creative Planning’s Main Sector Rotation ETF SECT Stock Holding History

Creative Planning’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 		$208K Buy
+2,889
New +$197K ﹤0.01% 3849
2025
Q1 		– Sell
-6,453
Closed -$355K – 3690
2024
Q4 		$355K Buy
+6,453
New +$358K ﹤0.01% 2530

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

Creative Planning's SECT Position: Q2 2026 in Review

Creative Planning opened a new position in Main Sector Rotation ETF (SECT) in Q2 2026: 2,889 shares worth $208K. The stake represents ﹤0.01% of the portfolio and ranks #3849 among its holdings. This is a return to the name: Creative Planning previously reported a position in SECT as recently as Q4 2024.

Creative Planning first reported a position in SECT in Q4 2024 and has held it in 2 quarters since. The position peaked at $355K in Q4 2024. 127 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

  • Creative Planning held 2,889 shares of Main Sector Rotation ETF worth $208K as of Q2 2026.
  • Main Sector Rotation ETF was a new Creative Planning position in Q2 2026.
  • Main Sector Rotation ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3849 holding.
  • Creative Planning first reported a position in Main Sector Rotation ETF in Q4 2024 and has held it in 2 quarters since.
  • Creative Planning's Main Sector Rotation ETF position peaked at $355K in Q4 2024.
  • 127 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.