IWN
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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
Q2 		$2.01M Buy
27,935
+3,445
+14% +$235K 0.51% 41
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 $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 Wealth Network's SECT Position: Q2 2026 in Review

Independent Wealth Network increased its Main Sector Rotation ETF (SECT) stake by 14% in Q2 2026, buying an estimated $235K and bringing the position to 27,935 shares worth $2.01M. The position accounts for 0.51% of the portfolio, ranked #41.

Independent Wealth Network first reported a position in SECT in Q3 2021 and has held it in 20 quarters since. 127 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

  • Independent Wealth Network held 27,935 shares of Main Sector Rotation ETF worth $2.01M as of Q2 2026.
  • Independent Wealth Network bought 3,445 Main Sector Rotation ETF shares in Q2 2026, an estimated $235K.
  • Main Sector Rotation ETF made up 0.51% of Independent Wealth Network's portfolio in Q2 2026, its #41 holding.
  • Independent Wealth Network first reported a position in Main Sector Rotation ETF in Q3 2021 and has held it in 20 quarters since.
  • 127 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.