PFG Investments’s Main Sector Rotation ETF SECT Stock Holding History

PFG Investments’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	$738K	Sell	12,226 -471	-4%	-$30K	0.03%	452
2025 Q4	$819K	Sell	12,697 -1,023	-7%	-$65.2K	0.04%	399
2025 Q3	$865K	Buy	13,720 +258	+2%	+$15.5K	0.04%	373
2025 Q2	$782K	Hold	13,462	–	–	0.05%	372
2025 Q1	$687K	Sell	13,462 -8,456	-39%	-$464K	0.04%	387
2024 Q4	$1.2M	Buy	21,918 +1,329	+6%	+$73.7K	0.08%	249
2024 Q3	$1.11M	Sell	20,589 -494	-2%	-$25.6K	0.07%	271
2024 Q2	$1.08M	Buy	21,083 +2,494	+13%	+$124K	0.08%	246
2024 Q1	$937K	Buy	+18,589	New	+$895K	0.06%	347

Other funds holding SECT

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Potomac Fund Management Miami, Florida $2.88B AUM 15.75% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return

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

Madrona Financial Services Everett, Washington $457M AUM 23.18% 1-Year Est. Return