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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
Q2 		$44.2M Buy
613,483
+74,954
+14% +$5.11M 1.39% 15
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 $13.1B AUM 28.37% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 22.96% 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
MM
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
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

GeoWealth Management's SECT Position: Q2 2026 in Review

GeoWealth Management increased its Main Sector Rotation ETF (SECT) stake by 14% in Q2 2026, buying an estimated $5.11M and bringing the position to 613,483 shares worth $44.2M. The position accounts for 1.39% of the portfolio, ranked #15.

GeoWealth Management first reported a position in SECT in Q1 2023 and has held it in 14 quarters since. 127 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

  • GeoWealth Management held 613,483 shares of Main Sector Rotation ETF worth $44.2M as of Q2 2026.
  • GeoWealth Management bought 74,954 Main Sector Rotation ETF shares in Q2 2026, an estimated $5.11M.
  • Main Sector Rotation ETF made up 1.39% of GeoWealth Management's portfolio in Q2 2026, its #15 holding.
  • GeoWealth Management first reported a position in Main Sector Rotation ETF in Q1 2023 and has held it in 14 quarters since.
  • 127 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.