IFG
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Independent Financial Group’s Main Sector Rotation ETF SECT Stock Holding History

Independent Financial Group’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 		$1.17M Sell
16,192
-3,548
-18% -$242K 0.02% 628
2026
Q1 		$1.19M Buy
19,740
+1,499
+8% +$95.4K 0.03% 562
2025
Q4 		$1.18M Buy
18,241
+8,641
+90% +$551K 0.03% 564
2025
Q3 		$605K Buy
9,600
+1,552
+19% +$93.2K 0.01% 769
2025
Q2 		$467K Sell
8,048
-2,634
-25% -$139K 0.01% 809
2025
Q1 		$545K Hold
10,682
– – 0.02% 678
2024
Q4 		$587K Sell
10,682
-220
-2% -$12.2K 0.02% 638
2024
Q3 		$586K Buy
10,902
+500
+5% +$25.9K 0.02% 599
2024
Q2 		$531K Buy
10,402
+557
+6% +$27.8K 0.02% 585
2024
Q1 		$496K Sell
9,845
-2,061
-17% -$99.2K 0.02% 588
2023
Q4 		$554K Buy
11,906
+1,666
+16% +$72.7K 0.03% 526
2023
Q3 		$431K Buy
10,240
+1,311
+15% +$56.9K 0.03% 541
2023
Q2 		$385K Buy
+8,929
New +$368K 0.03% 549
2022
Q2 		– Sell
-9,173
Closed -$390K – 803
2022
Q1 		$390K Buy
9,173
+3,707
+68% +$157K 0.03% 507
2021
Q4 		$245K Buy
+5,466
New +$238K 0.02% 664

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
GM
GeoWealth Management Chicago, Illinois $3.18B AUM 21.22% 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

Independent Financial Group's SECT Position: Q2 2026 in Review

Independent Financial Group reduced its Main Sector Rotation ETF (SECT) stake by 18% in Q2 2026, selling an estimated $242K and leaving 16,192 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #628.

Independent Financial Group first reported a position in SECT in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.19M in Q1 2026. 127 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

  • Independent Financial Group held 16,192 shares of Main Sector Rotation ETF worth $1.17M as of Q2 2026.
  • Independent Financial Group sold 3,548 Main Sector Rotation ETF shares in Q2 2026, an estimated $242K.
  • Main Sector Rotation ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #628 holding.
  • Independent Financial Group first reported a position in Main Sector Rotation ETF in Q4 2021 and has held it in 15 quarters since.
  • Independent Financial Group's Main Sector Rotation ETF position peaked at $1.19M in Q1 2026.
  • 127 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.