MSA
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McAlister Sweet & Associates’s Main Sector Rotation ETF SECT Stock Holding History

McAlister Sweet & Associates’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
2025
Q2 		– Sell
-4,666
Closed -$238K – 33
2025
Q1 		$238K Sell
4,666
-100,973
-96% -$5.54M 0.18% 27
2024
Q4 		$5.81M Buy
105,639
+1,147
+1% +$63.6K 4.13% 6
2024
Q3 		$5.62M Sell
104,492
-11,155
-10% -$579K 4.64% 7
2024
Q2 		$5.91M Sell
115,647
-7,856
-6% -$392K 4.24% 5
2024
Q1 		$6.22M Sell
123,503
-8,178
-6% -$394K 4.89% 4
2023
Q4 		$6.13M Buy
131,681
+78,583
+148% +$3.43M 5.69% 4
2023
Q3 		$2.23M Sell
53,098
-18,027
-25% -$782K 1.9% 13
2023
Q2 		$3.06M Sell
71,125
-3,720
-5% -$153K 2.64% 10
2023
Q1 		$3.04M Buy
74,845
+1,289
+2% +$52.2K 3.34% 8
2022
Q4 		$2.85M Buy
73,556
+333
+0.5% +$12.9K 4.23% 6
2022
Q3 		$2.6M Buy
73,223
+430
+0.6% +$16.5K 2.78% 9
2022
Q2 		$2.65M Sell
72,793
-2,535
-3% -$99.4K 2.68% 14
2022
Q1 		$3.21M Buy
75,328
+306
+0.4% +$12.9K 3.41% 8
2021
Q4 		$3.37M Buy
+75,022
New +$3.26M 2.94% 11

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

McAlister Sweet & Associates's SECT Position: Q2 2025 in Review

McAlister Sweet & Associates sold out of Main Sector Rotation ETF (SECT) in Q2 2025, closing a stake of 4,666 shares — an estimated $238K sold.

McAlister Sweet & Associates first reported a position in SECT in Q4 2021 and held it in 14 quarters. The position peaked at $6.22M in Q1 2024. 102 funds tracked by Wall St. Rank hold SECT as of Q2 2025.

  • McAlister Sweet & Associates reported no remaining Main Sector Rotation ETF position as of Q2 2025 after selling out during the quarter.
  • McAlister Sweet & Associates sold 4,666 Main Sector Rotation ETF shares in Q2 2025, an estimated $238K.
  • McAlister Sweet & Associates first reported a position in Main Sector Rotation ETF in Q4 2021 and held it in 14 quarters.
  • McAlister Sweet & Associates's Main Sector Rotation ETF position peaked at $6.22M in Q1 2024.
  • 102 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2025.

Based on McAlister Sweet & Associates's 13F filing for Q2 2025, filed 2 Jul 2025.