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Root Financial Partners’s Main Sector Rotation ETF SECT Stock Holding History

Root Financial Partners’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 		$544 Sell
9
-25
-74% -$1.59K ﹤0.01% 2841
2025
Q4 		$2.19K Hold
34
– – ﹤0.01% 1975
2025
Q3 		$2.14K Buy
+34
New +$2.04K ﹤0.01% 1946

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
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
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return

Root Financial Partners's SECT Position: Q1 2026 in Review

Root Financial Partners reduced its Main Sector Rotation ETF (SECT) stake by 74% in Q1 2026, selling an estimated $1.59K and leaving 9 shares worth $544. The position accounts for ﹤0.01% of the portfolio, ranked #2841.

Root Financial Partners first reported a position in SECT in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.19K in Q4 2025. 112 funds tracked by Wall St. Rank hold SECT as of Q1 2026.

  • Root Financial Partners held 9 shares of Main Sector Rotation ETF worth $544 as of Q1 2026.
  • Root Financial Partners sold 25 Main Sector Rotation ETF shares in Q1 2026, an estimated $1.59K.
  • Main Sector Rotation ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2841 holding.
  • Root Financial Partners first reported a position in Main Sector Rotation ETF in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Main Sector Rotation ETF position peaked at $2.19K in Q4 2025.
  • 112 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.