KAS
SECT icon

Kestra Advisory Services’s Main Sector Rotation ETF SECT Stock Holding History

Kestra Advisory Services’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 		$810K Buy
13,409
+465
+4% +$29.6K ﹤0.01% 1878
2025
Q4 		$835K Buy
12,944
+1
+0% +$64 ﹤0.01% 1782
2025
Q3 		$816K Sell
12,943
-1,422
-10% -$85.4K ﹤0.01% 1727
2025
Q2 		$834K Buy
14,365
+961
+7% +$50.8K ﹤0.01% 1604
2025
Q1 		$684K Sell
13,404
-6,615
-33% -$363K ﹤0.01% 1623
2024
Q4 		$1.1M Buy
20,019
+1,626
+9% +$90.2K 0.01% 1363
2024
Q3 		$989K Buy
18,393
+6,059
+49% +$314K 0.01% 1333
2024
Q2 		$630K Buy
12,334
+2,628
+27% +$131K ﹤0.01% 1626
2024
Q1 		$489K Buy
+9,706
New +$467K ﹤0.01% 1679

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 $376B 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