SAI
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Savvy Advisors Inc’s Main Sector Rotation ETF SECT Stock Holding History

Savvy Advisors Inc’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
Q4 		– Sell
-6,240
Closed -$393K – 1075
2025
Q3 		$393K Buy
+6,240
New +$375K 0.02% 519

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
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
MFS
Madrona Financial Services Everett, Washington $543M AUM 30.87% 1-Year Est. Return
MM
Main Management San Francisco, California $1.37B AUM 19.06% 1-Year Est. Return

Savvy Advisors Inc's SECT Position: Q4 2025 in Review

Savvy Advisors Inc sold out of Main Sector Rotation ETF (SECT) in Q4 2025, closing a stake of 6,240 shares — an estimated $393K sold.

Savvy Advisors Inc first reported a position in SECT in Q3 2025 and held it in 1 quarter. The position peaked at $393K in Q3 2025. 111 funds tracked by Wall St. Rank hold SECT as of Q4 2025.

  • Savvy Advisors Inc reported no remaining Main Sector Rotation ETF position as of Q4 2025 after selling out during the quarter.
  • Savvy Advisors Inc sold 6,240 Main Sector Rotation ETF shares in Q4 2025, an estimated $393K.
  • Savvy Advisors Inc first reported a position in Main Sector Rotation ETF in Q3 2025 and held it in 1 quarter.
  • Savvy Advisors Inc's Main Sector Rotation ETF position peaked at $393K in Q3 2025.
  • 111 funds tracked by Wall St. Rank held Main Sector Rotation ETF as of Q4 2025.

Based on Savvy Advisors Inc's 13F filing for Q4 2025, filed 20 Jan 2026.