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
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 $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Creative Planning's SECT Position: Q1 2025 in Review

Creative Planning sold out of Main Sector Rotation ETF (SECT) in Q1 2025, closing a stake of 6,453 shares — an estimated $355K sold.

Creative Planning first reported a position in SECT in Q4 2024 and held it in 1 quarter. The position peaked at $355K in Q4 2024. 96 funds tracked by Wall St. Rank hold SECT as of Q1 2025.

  • Creative Planning reported no remaining Main Sector Rotation ETF position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 6,453 Main Sector Rotation ETF shares in Q1 2025, an estimated $355K.
  • Creative Planning first reported a position in Main Sector Rotation ETF in Q4 2024 and held it in 1 quarter.
  • Creative Planning's Main Sector Rotation ETF position peaked at $355K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.