Discipline Wealth Solutions
SECT icon

Discipline Wealth Solutions’s Main Sector Rotation ETF SECT Stock Holding History

Discipline Wealth 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
Q3 		$336K Buy
4,697
+322
+7% +$23K 0.03% 152
2026
Q2 		$315K Sell
4,375
-228
-5% -$15.5K 0.03% 160
2026
Q1 		$278K Buy
4,603
+1,221
+36% +$77.7K 0.03% 160
2025
Q4 		$218K Buy
3,382
+107
+3% +$6.82K 0.04% 161
2025
Q3 		$206K Sell
3,275
-29,570
-90% -$1.78M 0.05% 150
2025
Q2 		$1.91M Sell
32,845
-653
-2% -$34.5K 0.73% 24
2025
Q1 		$1.71M Sell
33,498
-8,531
-20% -$468K 0.82% 23
2024
Q4 		$2.31M Buy
42,029
+12,943
+44% +$718K 1.07% 19
2024
Q3 		$1.56M Buy
+29,086
New +$1.51M 0.83% 21

Other funds holding SECT

Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
IWN
Independent Wealth Network Urbandale, Iowa $397M AUM 20.36% 1-Year Est. Return

Discipline Wealth Solutions's SECT Position: Q3 2026 in Review

Discipline Wealth Solutions increased its Main Sector Rotation ETF (SECT) stake by 7.4% in Q3 2026, buying an estimated $23K and bringing the position to 4,697 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #152.

Discipline Wealth Solutions first reported a position in SECT in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.31M in Q4 2024. 24 funds tracked by Wall St. Rank hold SECT as of Q3 2026.

  • Discipline Wealth Solutions held 4,697 shares of Main Sector Rotation ETF worth $336K as of Q3 2026.
  • Discipline Wealth Solutions bought 322 Main Sector Rotation ETF shares in Q3 2026, an estimated $23K.
  • Main Sector Rotation ETF made up 0.03% of Discipline Wealth Solutions's portfolio in Q3 2026, its #152 holding.
  • Discipline Wealth Solutions first reported a position in Main Sector Rotation ETF in Q3 2024 and has held it in 9 quarters since.
  • Discipline Wealth Solutions's Main Sector Rotation ETF position peaked at $2.31M in Q4 2024.
  • 24 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.