GeoWealth Management’s Main Sector Rotation ETF SECT Stock Holding History

GeoWealth 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 Q1	$32.5M	Buy	538,529 +27,089	+5%	+$1.72M	1.17%	16
2025 Q4	$33M	Sell	511,440 -17,338	-3%	-$1.11M	1.22%	16
2025 Q3	$33.3M	Buy	528,778 +16,116	+3%	+$968K	1.22%	16
2025 Q2	$29.8M	Buy	512,662 +111,746	+28%	+$5.91M	1.16%	18
2025 Q1	$20.5M	Buy	400,916 +9,554	+2%	+$524K	0.82%	20
2024 Q4	$21.5M	Sell	391,362 -50,770	-11%	-$2.82M	0.7%	28
2024 Q3	$23.8M	Buy	442,132 +49,123	+12%	+$2.55M	0.84%	21
2024 Q2	$20.1M	Buy	393,009 +8,464	+2%	+$422K	0.87%	22
2024 Q1	$19.4M	Buy	384,545 +45,389	+13%	+$2.19M	0.75%	27
2023 Q4	$15.8M	Buy	339,156 +596	+0.2%	+$26K	1.31%	12
2023 Q3	$14.3M	Buy	338,560 +37,528	+12%	+$1.63M	1.62%	11
2023 Q2	$13M	Buy	301,032 +290,698	+2,813%	+$12M	1.4%	15
2023 Q1	$419K	Buy	+10,334	New	+$418K	0.05%	146

Other funds holding SECT

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MFS

Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

CFG

Copley Financial Group San Diego, California $166M AUM 26.42% 1-Year Est. Return

GeoWealth Management's SECT Position: Q1 2026 in Review

GeoWealth Management increased its Main Sector Rotation ETF (SECT) stake by 5.3% in Q1 2026, buying an estimated $1.72M and bringing the position to 538,529 shares worth $32.5M. The position accounts for 1.17% of the portfolio, ranked #16.

GeoWealth Management first reported a position in SECT in Q1 2023 and has held it in 13 quarters since. The position peaked at $33.3M in Q3 2025. 112 funds tracked by Wall St. Rank hold SECT as of Q1 2026.

GeoWealth Management held 538,529 shares of Main Sector Rotation ETF worth $32.5M as of Q1 2026.
GeoWealth Management bought 27,089 Main Sector Rotation ETF shares in Q1 2026, an estimated $1.72M.
Main Sector Rotation ETF made up 1.17% of GeoWealth Management's portfolio in Q1 2026, its #16 holding.
GeoWealth Management first reported a position in Main Sector Rotation ETF in Q1 2023 and has held it in 13 quarters since.
GeoWealth Management's Main Sector Rotation ETF position peaked at $33.3M in Q3 2025.
112 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.