IWC
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Integrated Wealth Concepts’s Main Sector Rotation ETF SECT Stock Holding History

Integrated Wealth Concepts’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 		$401K Sell
5,561
-1,420
-20% -$96.8K ﹤0.01% 1805
2026
Q1 		$422K Sell
6,981
-555,321
-99% -$35.3M ﹤0.01% 1646
2025
Q4 		$36.3M Sell
562,302
-22,326
-4% -$1.42M 0.43% 46
2025
Q3 		$36.8M Sell
584,628
-70,955
-11% -$4.26M 0.33% 54
2025
Q2 		$38.1M Sell
655,583
-273,529
-29% -$14.5M 0.38% 49
2025
Q1 		$47.4M Sell
929,112
-36,349
-4% -$1.99M 0.55% 33
2024
Q4 		$53.1M Sell
965,461
-19,402
-2% -$1.08M 0.62% 28
2024
Q3 		$53M Sell
984,863
-29,683
-3% -$1.54M 0.65% 26
2024
Q2 		$51.8M Sell
1,014,546
-67,333
-6% -$3.36M 0.71% 19
2024
Q1 		$54.5M Sell
1,081,879
-63,495
-6% -$3.06M 0.79% 18
2023
Q4 		$53.3M Buy
+1,145,374
New +$50M 0.87% 17

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 22.9% 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

Integrated Wealth Concepts's SECT Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Main Sector Rotation ETF (SECT) stake by 20% in Q2 2026, selling an estimated $96.8K and leaving 5,561 shares worth $401K. The position accounts for ﹤0.01% of the portfolio, ranked #1805.

Integrated Wealth Concepts first reported a position in SECT in Q4 2023 and has held it in 11 quarters since. The position peaked at $54.5M in Q1 2024. 128 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

  • Integrated Wealth Concepts held 5,561 shares of Main Sector Rotation ETF worth $401K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,420 Main Sector Rotation ETF shares in Q2 2026, an estimated $96.8K.
  • Main Sector Rotation ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1805 holding.
  • Integrated Wealth Concepts first reported a position in Main Sector Rotation ETF in Q4 2023 and has held it in 11 quarters since.
  • Integrated Wealth Concepts's Main Sector Rotation ETF position peaked at $54.5M in Q1 2024.
  • 128 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.