IWN
SECT icon

Independent Wealth Network’s Main Sector Rotation ETF SECT Stock Holding History

Independent Wealth Network’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 		$1.48M Buy
24,490
+3,488
+17% +$222K 0.44% 54
2025
Q4 		$1.36M Buy
21,002
+125
+0.6% +$7.97K 0.41% 59
2025
Q3 		$1.32M Buy
20,877
+564
+3% +$33.9K 0.42% 58
2025
Q2 		$1.18M Sell
20,313
-439
-2% -$23.2K 0.43% 55
2025
Q1 		$1.06M Sell
20,752
-1,586
-7% -$87K 0.42% 63
2024
Q4 		$1.23M Buy
22,338
+1,701
+8% +$94.3K 0.5% 52
2024
Q3 		$1.11M Buy
20,637
+1,684
+9% +$87.4K 0.49% 46
2024
Q2 		$968K Buy
18,953
+62
+0.3% +$3.09K 0.45% 55
2024
Q1 		$952K Buy
18,891
+774
+4% +$37.3K 0.45% 53
2023
Q4 		$843K Sell
18,117
-890
-5% -$38.8K 0.44% 57
2023
Q3 		$800K Sell
19,007
-809
-4% -$35.1K 0.49% 49
2023
Q2 		$854K Buy
19,816
+1,678
+9% +$69.2K 0.51% 46
2023
Q1 		$736K Sell
18,138
-186
-1% -$7.53K 0.47% 47
2022
Q4 		$711K Sell
18,324
-658
-3% -$25.5K 0.49% 45
2022
Q3 		$675K Buy
18,982
+1,310
+7% +$50.3K 0.53% 44
2022
Q2 		$643K Sell
17,672
-463
-3% -$18.2K 0.46% 53
2022
Q1 		$772K Sell
18,135
-7,455
-29% -$315K 0.49% 50
2021
Q4 		$1.15M Buy
25,590
+5,385
+27% +$234K 0.71% 31
2021
Q3 		$892K Buy
+20,205
New +$839K 0.58% 42

Other funds holding SECT

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
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
PFM
Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MM
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
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return