Envestnet Portfolio Solutions
SECT icon

Envestnet Portfolio Solutions’s Main Sector Rotation ETF SECT Stock Holding History

Envestnet Portfolio 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
Q1 		$5.3M Buy
87,836
+1,587
+2% +$101K 0.03% 280
2025
Q4 		$5.57M Sell
86,249
-2,207
-2% -$141K 0.02% 346
2025
Q3 		$5.57M Sell
88,456
-104,168
-54% -$6.25M 0.02% 333
2025
Q2 		$11.2M Sell
192,624
-297,865
-61% -$15.8M 0.04% 210
2025
Q1 		$25M Buy
490,489
+46,602
+10% +$2.56M 0.1% 107
2024
Q4 		$24.4M Buy
443,887
+122,064
+38% +$6.77M 0.08% 117
2024
Q3 		$17.3M Sell
321,823
-5,971
-2% -$310K 0.06% 163
2024
Q2 		$16.7M Buy
327,794
+32,618
+11% +$1.63M 0.06% 166
2024
Q1 		$14.9M Buy
295,176
+11,683
+4% +$563K 0.06% 178
2023
Q4 		$13.2M Buy
283,493
+41,702
+17% +$1.82M 0.05% 174
2023
Q3 		$10.2M Buy
+241,791
New +$10.5M 0.05% 188

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 $376B 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
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return