DFP
SECT icon

Defined Financial Planning’s Main Sector Rotation ETF SECT Stock Holding History

Defined Financial 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
Q3 		$6.55M Sell
102,705
-13,568
-12% -$815K 5.43% 6
2025
Q2 		$6.77M Buy
116,273
+8,160
+8% +$431K 6.02% 4
2025
Q1 		$5.54M Sell
108,113
-41,306
-28% -$2.27M 5.61% 5
2024
Q4 		$8.21M Buy
+149,419
New +$8.28M 8.77% 1

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Defined Financial Planning's SECT Position: Q3 2025 in Review

Defined Financial Planning reduced its Main Sector Rotation ETF (SECT) stake by 12% in Q3 2025, selling an estimated $815K and leaving 102,705 shares worth $6.55M. The position accounts for 5.43% of the portfolio, ranked #6.

Defined Financial Planning first reported a position in SECT in Q4 2024 and has held it in 4 quarters since. The position peaked at $8.21M in Q4 2024. 110 funds tracked by Wall St. Rank hold SECT as of Q3 2025.

  • Defined Financial Planning held 102,705 shares of Main Sector Rotation ETF worth $6.55M as of Q3 2025.
  • Defined Financial Planning sold 13,568 Main Sector Rotation ETF shares in Q3 2025, an estimated $815K.
  • Main Sector Rotation ETF made up 5.43% of Defined Financial Planning's portfolio in Q3 2025, its #6 holding.
  • Defined Financial Planning first reported a position in Main Sector Rotation ETF in Q4 2024 and has held it in 4 quarters since.
  • Defined Financial Planning's Main Sector Rotation ETF position peaked at $8.21M in Q4 2024.
  • 110 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.