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 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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Discipline Wealth Solutions's SECT Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its Main Sector Rotation ETF (SECT) stake by 5% in Q2 2026, selling an estimated $15.5K and leaving 4,375 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #160.

Discipline Wealth Solutions first reported a position in SECT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.31M in Q4 2024. 127 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

Discipline Wealth Solutions held 4,375 shares of Main Sector Rotation ETF worth $315K as of Q2 2026.
Discipline Wealth Solutions sold 228 Main Sector Rotation ETF shares in Q2 2026, an estimated $15.5K.
Main Sector Rotation ETF made up 0.03% of Discipline Wealth Solutions's portfolio in Q2 2026, its #160 holding.
Discipline Wealth Solutions first reported a position in Main Sector Rotation ETF in Q3 2024 and has held it in 8 quarters since.
Discipline Wealth Solutions's Main Sector Rotation ETF position peaked at $2.31M in Q4 2024.
127 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.