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Silver Oak Securities’s Main Sector Rotation ETF SECT Stock Holding History

Silver Oak Securities’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 		$1.56M Buy
25,834
+14,128
+121% +$899K 0.11% 180
2025
Q4 		$761K Buy
11,706
+275
+2% +$17.5K 0.05% 345
2025
Q3 		$720K Sell
11,431
-13,700
-55% -$822K 0.05% 339
2025
Q2 		$1.46M Buy
25,131
+3,263
+15% +$173K 0.12% 180
2025
Q1 		$1.12M Buy
21,868
+5,519
+34% +$303K 0.1% 210
2024
Q4 		$903K Buy
16,349
+3,256
+25% +$181K 0.08% 253
2024
Q3 		$703K Buy
13,093
+8,380
+178% +$435K 0.07% 272
2024
Q2 		$241K Buy
4,713
+850
+22% +$42.4K 0.04% 340
2024
Q1 		$195K Sell
3,863
-1,516
-28% -$73K 0.03% 380
2023
Q4 		$250K Buy
+5,379
New +$235K 0.03% 414

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 $457M AUM 23.18% 1-Year Est. Return