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NWAM LLC’s Main Sector Rotation ETF SECT Stock Holding History

NWAM LLC’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
-4,477
Closed -$229K – 631
2025
Q1 		$229K Sell
4,477
-3,280
-42% -$180K 0.02% 460
2024
Q4 		$426K Buy
+7,757
New +$430K 0.03% 410

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 $377B 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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 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
MFS
Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

NWAM LLC's SECT Position: Q2 2025 in Review

NWAM LLC sold out of Main Sector Rotation ETF (SECT) in Q2 2025, closing a stake of 4,477 shares — an estimated $229K sold.

NWAM LLC first reported a position in SECT in Q4 2024 and held it in 2 quarters. The position peaked at $426K in Q4 2024. 102 funds tracked by Wall St. Rank hold SECT as of Q2 2025.

  • NWAM LLC reported no remaining Main Sector Rotation ETF position as of Q2 2025 after selling out during the quarter.
  • NWAM LLC sold 4,477 Main Sector Rotation ETF shares in Q2 2025, an estimated $229K.
  • NWAM LLC first reported a position in Main Sector Rotation ETF in Q4 2024 and held it in 2 quarters.
  • NWAM LLC's Main Sector Rotation ETF position peaked at $426K in Q4 2024.
  • 102 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2025.

Based on NWAM LLC's 13F filing for Q2 2025, filed 7 Aug 2025.