Encompass More Asset Management’s Main Sector Rotation ETF SECT Stock Holding History

Encompass More Asset Management’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	$12.7M	Buy	176,200 +7,424	+4%	+$506K	1.85%	11
2026 Q1	$10.2M	Sell	168,776 -29,729	-15%	-$1.89M	1.71%	13
2025 Q4	$12.8M	Sell	198,505 -3,092	-2%	-$197K	2.36%	9
2025 Q3	$12.7M	Sell	201,597 -21,633	-10%	-$1.3M	2.43%	9
2025 Q2	$13M	Sell	223,230 -12,794	-5%	-$677K	3.03%	7
2025 Q1	$12.1M	Sell	236,024 -50,953	-18%	-$2.8M	3.6%	4
2024 Q4	$15.8M	Buy	286,977 +35,132	+14%	+$1.95M	5.2%	3
2024 Q3	$13.5M	Buy	251,845 +77,932	+45%	+$4.04M	5.16%	3
2024 Q2	$8.89M	Buy	173,913 +24,568	+16%	+$1.22M	6.34%	2
2024 Q1	$7.52M	Buy	149,345 +75,454	+102%	+$3.63M	6.23%	2
2023 Q4	$3.44M	Buy	+73,891	New	+$3.22M	3.86%	5

Other funds holding SECT

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Echo45 Advisors Walnut Creek, California $194M AUM 20% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return

BAM Wealth Management Lakewood, Colorado $160M AUM 19.46% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Barnes Dennig Private Wealth Management Cincinnati, Ohio $125M AUM 74.2% 1-Year Est. Return

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return