Harbour Investments’s Main Sector Rotation ETF SECT Stock Holding History

Harbour Investments’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	$8.04M	Buy	133,103 +128,248	+2,642%	+$8.16M	0.12%	155
2025 Q4	$313K	Hold	4,855	–	–	0.01%	1063
2025 Q3	$306K	Hold	4,855	–	–	0.01%	1049
2025 Q2	$282K	Hold	4,855	–	–	0.01%	1024
2025 Q1	$248K	Hold	4,855	–	–	0.01%	1002
2024 Q4	$267K	Hold	4,855	–	–	0.01%	913
2024 Q3	$261K	Hold	4,855	–	–	0.01%	904
2024 Q2	$248K	Hold	4,855	–	–	0.01%	861
2024 Q1	$245K	Hold	4,855	–	–	0.01%	843
2023 Q4	$226K	Hold	4,855	–	–	0.01%	821
2023 Q3	$204K	Hold	4,855	–	–	0.01%	783
2023 Q2	$209K	Hold	4,855	–	–	0.01%	783
2023 Q1	$197K	Sell	4,855 -2,429	-33%	-$98.3K	0.01%	779
2022 Q4	$283K	Hold	7,284	–	–	0.02%	618
2022 Q3	$265K	Hold	7,284	–	–	0.02%	594
2022 Q2	$265K	Buy	+7,284	New	+$286K	0.02%	594
2021 Q4	$327K	Hold	7,284	–	–	0.02%	542
2021 Q3	$296K	Buy	+7,284	New	+$302K	0.01%	845

Other funds holding SECT

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return