FWA
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FSC Wealth Advisors’s Main Sector Rotation ETF SECT Stock Holding History

FSC Wealth Advisors’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
Q1 		– Sell
-1,164
Closed -$64K – 310
2024
Q4 		$64K Buy
+1,164
New +$64.5K 0.04% 103

Other funds holding SECT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $15.3B AUM 25.33% 1-Year Est. Return
PFM
Potomac Fund Management Miami, Florida $3.97B AUM 18.34% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

FSC Wealth Advisors's SECT Position: Q1 2025 in Review

FSC Wealth Advisors sold out of Main Sector Rotation ETF (SECT) in Q1 2025, closing a stake of 1,164 shares — an estimated $64K sold.

FSC Wealth Advisors first reported a position in SECT in Q4 2024 and held it in 1 quarter. The position peaked at $64K in Q4 2024. 96 funds tracked by Wall St. Rank hold SECT as of Q1 2025.

  • FSC Wealth Advisors reported no remaining Main Sector Rotation ETF position as of Q1 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 1,164 Main Sector Rotation ETF shares in Q1 2025, an estimated $64K.
  • FSC Wealth Advisors first reported a position in Main Sector Rotation ETF in Q4 2024 and held it in 1 quarter.
  • FSC Wealth Advisors's Main Sector Rotation ETF position peaked at $64K in Q4 2024.
  • 96 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.