RFP
SECT icon

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
Q2 		– Sell
-9
Closed -$544 – 2673
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 $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

Root Financial Partners's SECT Position: Q2 2026 in Review

Root Financial Partners sold out of Main Sector Rotation ETF (SECT) in Q2 2026, closing a stake of 9 shares — an estimated $544 sold.

Root Financial Partners first reported a position in SECT in Q3 2025 and held it in 3 quarters. The position peaked at $2.19K in Q4 2025. 127 funds tracked by Wall St. Rank hold SECT as of Q2 2026.

  • Root Financial Partners reported no remaining Main Sector Rotation ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 9 Main Sector Rotation ETF shares in Q2 2026, an estimated $544.
  • Root Financial Partners first reported a position in Main Sector Rotation ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Main Sector Rotation ETF position peaked at $2.19K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.