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
Q3 		$1.93M Sell
27,010
-925
-3% -$66.1K 0.49% 44
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

Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Signal Advisors Wealth
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
ATC
Advantage Trust Company Salina, Kansas $285M AUM 15.04% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
VisionPoint Advisory Group
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
Fiduciary Alliance
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return
BWM
BAM Wealth Management Lakewood, Colorado $185M AUM 13.79% 1-Year Est. Return

Independent Wealth Network's SECT Position: Q3 2026 in Review

Independent Wealth Network reduced its Main Sector Rotation ETF (SECT) stake by 3.3% in Q3 2026, selling an estimated $66.1K and leaving 27,010 shares worth $1.93M. The position accounts for 0.49% of the portfolio, ranked #44.

Independent Wealth Network first reported a position in SECT in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.01M in Q2 2026. 24 funds tracked by Wall St. Rank hold SECT as of Q3 2026.

  • Independent Wealth Network held 27,010 shares of Main Sector Rotation ETF worth $1.93M as of Q3 2026.
  • Independent Wealth Network sold 925 Main Sector Rotation ETF shares in Q3 2026, an estimated $66.1K.
  • Main Sector Rotation ETF made up 0.49% of Independent Wealth Network's portfolio in Q3 2026, its #44 holding.
  • Independent Wealth Network first reported a position in Main Sector Rotation ETF in Q3 2021 and has held it in 21 quarters since.
  • Independent Wealth Network's Main Sector Rotation ETF position peaked at $2.01M in Q2 2026.
  • 24 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.