MFS
SECT icon

Madrona Financial Services’s Main Sector Rotation ETF SECT Stock Holding History

Madrona Financial 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 		$15.4M Sell
255,600
-171,632
-40% -$10.9M 3.38% 10
2025
Q4 		$27.6M Sell
427,232
-2,006
-0.5% -$128K 5.89% 5
2025
Q3 		$27.1M Buy
429,238
+4,156
+1% +$250K 5.97% 5
2025
Q2 		$24.7M Buy
425,082
+6,199
+1% +$328K 5.92% 5
2025
Q1 		$21.4M Sell
418,883
-106,981
-20% -$5.87M 5.88% 5
2024
Q4 		$28.9M Sell
525,864
-35,258
-6% -$1.95M 7.87% 4
2024
Q3 		$30.2M Buy
561,122
+1,797
+0.3% +$93.3K 8.39% 2
2024
Q2 		$28.6M Buy
559,325
+22,615
+4% +$1.13M 8.78% 2
2024
Q1 		$27M Buy
536,710
+18,652
+4% +$898K 9.42% 2
2023
Q4 		$24.1M Buy
518,058
+38,494
+8% +$1.68M 9.51% 2
2023
Q3 		$20.2M Buy
479,564
+396,660
+478% +$17.2M 9.22% 2
2023
Q2 		$3.57M Buy
82,904
+61,573
+289% +$2.54M 1.75% 18
2023
Q1 		$866K Buy
+21,331
New +$864K 0.46% 31

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
CFG
Copley Financial Group San Diego, California $166M AUM 26.42% 1-Year Est. Return