CW
SECT icon

CreativeOne Wealth’s Main Sector Rotation ETF SECT Stock Holding History

CreativeOne Wealth’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 		$46.7M Sell
647,836
-79,321
-11% -$5.41M 1.01% 21
2026
Q1 		$43.9M Buy
727,157
+37,394
+5% +$2.38M 1.02% 20
2025
Q4 		$44.5M Buy
689,763
+28,211
+4% +$1.8M 1.08% 20
2025
Q3 		$41.7M Buy
661,552
+91,565
+16% +$5.5M 1.02% 20
2025
Q2 		$33.1M Buy
569,987
+9,923
+2% +$525K 0.87% 22
2025
Q1 		$28.6M Buy
560,064
+29,188
+5% +$1.6M 0.86% 22
2024
Q4 		$29.2M Buy
530,876
+33,515
+7% +$1.86M 0.89% 24
2024
Q3 		$26.7M Buy
497,361
+250,372
+101% +$13M 0.91% 22
2024
Q2 		$12.6M Sell
246,989
-72,471
-23% -$3.61M 0.64% 36
2024
Q1 		$16.1M Buy
319,460
+203,881
+176% +$9.82M 0.64% 31
2023
Q4 		$5.38M Buy
115,579
+51,463
+80% +$2.25M 0.34% 68
2023
Q3 		$2.7M Sell
64,116
-91,938
-59% -$3.99M 0.19% 104
2023
Q2 		$6.72M Buy
156,054
+40,646
+35% +$1.68M 0.31% 60
2023
Q1 		$4.69M Sell
115,408
-11,414
-9% -$462K 0.23% 84
2022
Q4 		$4.92M Buy
126,822
+18,398
+17% +$714K 0.27% 79
2022
Q3 		$3.85M Buy
+108,424
New +$4.16M 0.23% 85

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
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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

CreativeOne Wealth's SECT Position: Q2 2026 in Review

CreativeOne Wealth reduced its Main Sector Rotation ETF (SECT) stake by 11% in Q2 2026, selling an estimated $5.41M and leaving 647,836 shares worth $46.7M. The position accounts for 1.01% of the portfolio, ranked #21.

CreativeOne Wealth first reported a position in SECT in Q3 2022 and has held it in 16 quarters since. 127 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

  • CreativeOne Wealth held 647,836 shares of Main Sector Rotation ETF worth $46.7M as of Q2 2026.
  • CreativeOne Wealth sold 79,321 Main Sector Rotation ETF shares in Q2 2026, an estimated $5.41M.
  • Main Sector Rotation ETF made up 1.01% of CreativeOne Wealth's portfolio in Q2 2026, its #21 holding.
  • CreativeOne Wealth first reported a position in Main Sector Rotation ETF in Q3 2022 and has held it in 16 quarters since.
  • 127 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.