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Perigon Wealth Management’s Main Sector Rotation ETF SECT Stock Holding History

Perigon Wealth Management’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 		$238K Buy
+3,301
New +$225K ﹤0.01% 1270
2026
Q1 		– Sell
-3,301
Closed -$213K – 1399
2025
Q4 		$213K Hold
3,301
– – ﹤0.01% 1216
2025
Q3 		$208K Sell
3,301
-917
-22% -$55.1K ﹤0.01% 1146
2025
Q2 		$245K Buy
+4,218
New +$223K 0.01% 921

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
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

Perigon Wealth Management's SECT Position: Q2 2026 in Review

Perigon Wealth Management opened a new position in Main Sector Rotation ETF (SECT) in Q2 2026: 3,301 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #1270 among its holdings. This is a return to the name: Perigon Wealth Management previously reported a position in SECT as recently as Q4 2025.

Perigon Wealth Management first reported a position in SECT in Q2 2025 and has held it in 4 quarters since. The position peaked at $245K in Q2 2025. 127 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

  • Perigon Wealth Management held 3,301 shares of Main Sector Rotation ETF worth $238K as of Q2 2026.
  • Main Sector Rotation ETF was a new Perigon Wealth Management position in Q2 2026.
  • Main Sector Rotation ETF made up ﹤0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1270 holding.
  • Perigon Wealth Management first reported a position in Main Sector Rotation ETF in Q2 2025 and has held it in 4 quarters since.
  • Perigon Wealth Management's Main Sector Rotation ETF position peaked at $245K in Q2 2025.
  • 127 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.